Filed October 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $480,003 | $81,233+490.9% | $155,567+208.6% | $80,874+493.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.61% | 33.33%-26.7pp | 64.74%-58.1pp | 35.62%-29.0pp |
| Employer contribution / active EE | $38,635 | $3,101+1146.0% | $4,674+726.6% | $2,756+1302.0% |
| Participant deferral / active EE | $20,098 | $3,452+482.2% | $5,628+257.1% | $4,297+367.7% |
| Admin fee / account holder | $3,289 | $7,998-58.9% | $15,916-79.3% | $6,935-52.6% |