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 | $131,536 | $80,724+62.9% | $103,333+27.3% | $74,495+76.6% |
| Participation rate | 77.7% | 65.7%+12.0pp | 74.5%+3.2pp | 67.2%+10.5pp |
| Annual return | 14.41% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,737 | $3,157-13.3% | $3,868-29.2% | $2,623+4.4% |
| Participant deferral / active EE | $6,266 | $3,860+62.3% | $5,057+23.9% | $4,346+44.2% |
| Admin fee / account holder | $7,603 | $2,368+221.1% | $8,355-9.0% | $1,942+291.6% |