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 | $116,208 | $73,933+57.2% | $96,683+20.2% | $75,163+54.6% |
| Participation rate | 78.4% | 66.4%+11.9pp | 74.3%+4.0pp | 67.2%+11.2pp |
| Annual return | 17.98% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,707 | $2,928-7.5% | $3,737-27.6% | $2,670+1.4% |
| Participant deferral / active EE | $6,396 | $3,659+74.8% | $4,878+31.1% | $4,125+55.0% |
| Admin fee / account holder | $11,145 | $5,216+113.7% | $6,730+65.6% | $5,651+97.2% |