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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,921 | $102,317-19.9% | $146,958-44.3% | $80,856+1.3% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 13.22% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $9,094 | $3,713+144.9% | $4,933+84.4% | $2,755+230.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,840 | $7,941-13.9% | $12,998-47.4% | $6,918-1.1% |