Filed March 8, 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 | $215,963 | $102,317+111.1% | $146,958+47.0% | $80,856+167.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.56% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,620 | $3,713+24.4% | $4,933-6.3% | $2,755+67.7% |
| Participant deferral / active EE | $12,298 | $6,644+85.1% | $8,070+52.4% | $4,296+186.3% |
| Admin fee / account holder | $20,637 | $7,941+159.9% | $12,998+58.8% | $6,918+198.3% |