Filed October 14, 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 | $66,067 | $95,971-31.2% | $74,550-11.4% | $135,375-51.2% |
| Participation rate | 70.8% | 75.7%-4.8pp | 69.1%+1.7pp | 82.6%-11.8pp |
| Annual return | -6.09% | 56.96%-63.1pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,448 | $2,716-9.9% | $1,961+24.9% | $4,779-48.8% |
| Participant deferral / active EE | $5,407 | $3,843+40.7% | $3,108+74.0% | $5,609-3.6% |
| Admin fee / account holder | $6,004 | $6,522-7.9% | $5,060+18.7% | $10,827-44.5% |