Filed December 18, 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 | $282,947 | $99,020+185.7% | $86,590+226.8% | $147,584+91.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.93% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $28,569 | $3,132+812.2% | $2,839+906.2% | $4,876+485.9% |
| Participant deferral / active EE | $2,133 | $3,972-46.3% | $3,609-40.9% | $5,439-60.8% |
| Admin fee / account holder | $59,506 | $5,710+942.1% | $4,906+1113.0% | $10,885+446.7% |