Filed January 25, 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 | $52,847 | $58,655-9.9% | $91,989-42.6% | $65,185-18.9% |
| Participation rate | 80.2% | 75.3%+4.9pp | 78.6%+1.6pp | 70.2%+10.0pp |
| Annual return | 41.85% | 33.92%+7.9pp | 69.02%-27.2pp | 29.38%+12.5pp |
| Employer contribution / active EE | $2,395 | $2,080+15.1% | $3,452-30.6% | $2,177+10.0% |
| Participant deferral / active EE | $4,422 | $5,474-19.2% | $5,923-25.3% | $3,514+25.9% |
| Admin fee / account holder | $1,947 | $434+348.3% | $7,743-74.9% | $847+129.8% |