Filed January 7, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,394 | $65,365+64.3% | $92,893+15.6% | $72,985+47.1% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 25.39% | 42.10%-16.7pp | 109.41%-84.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,467 | $2,594-4.9% | $3,653-32.5% | $2,440+1.1% |
| Participant deferral / active EE | $6,048 | $3,128+93.3% | $4,236+42.8% | $3,607+67.6% |
| Admin fee / account holder | $884 | $4,251-79.2% | $5,794-84.7% | $5,124-82.8% |