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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,190 | $181,894+113.4% | $156,549+148.0% | $273,961+41.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.72% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $23,699 | $6,248+279.3% | $5,501+330.8% | $4,869+386.8% |
| Participant deferral / active EE | $14,592 | $5,550+162.9% | $4,871+199.6% | $5,287+176.0% |
| Admin fee / account holder | $12,531 | $15,559-19.5% | $13,027-3.8% | $10,132+23.7% |