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 | $171,464 | $85,766+99.9% | $136,294+25.8% | $70,131+144.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.51% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,902 | $2,966+65.3% | $4,695+4.4% | $2,342+109.3% |
| Participant deferral / active EE | $9,682 | $5,051+91.7% | $6,247+55.0% | $3,332+190.6% |
| Admin fee / account holder | $30,284 | $5,420+458.7% | $9,243+227.6% | $4,645+551.9% |