Filed December 2, 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 | $74,931 | $171,865-56.4% | $149,718-50.0% | $147,584-49.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.07% | 2113.22%-2100.1pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $15,827 | $6,275+152.2% | $5,445+190.7% | $4,876+224.6% |
| Participant deferral / active EE | $4,076 | $7,271-43.9% | $6,569-38.0% | $5,439-25.1% |
| Admin fee / account holder | $747 | $13,799-94.6% | $11,283-93.4% | $10,885-93.1% |