Filed January 16, 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 | $127,544 | $91,538+39.3% | $129,995-1.9% | $75,163+69.7% |
| Participation rate | 96.8% | 71.4%+25.4pp | 78.5%+18.3pp | 67.2%+29.6pp |
| Annual return | 18.80% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $9,153 | $2,845+221.7% | $4,320+111.9% | $2,670+242.8% |
| Participant deferral / active EE | $15,241 | $4,341+251.1% | $5,820+161.9% | $4,125+269.5% |
| Admin fee / account holder | $12,025 | $6,790+77.1% | $10,614+13.3% | $5,651+112.8% |