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 | $159,384 | $101,724+56.7% | $164,813-3.3% | $80,856+97.1% |
| Participation rate | 93.8% | 71.8%+21.9pp | 78.6%+15.1pp | 67.6%+26.1pp |
| Annual return | 11.70% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $9,185 | $2,953+211.0% | $4,341+111.6% | $2,755+233.4% |
| Participant deferral / active EE | $15,374 | $4,477+243.4% | $6,031+154.9% | $4,296+257.9% |
| Admin fee / account holder | $9,288 | $8,227+12.9% | $12,690-26.8% | $6,918+34.3% |