Filed February 6, 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 | $189,302 | $100,041+89.2% | $149,718+26.4% | $70,131+169.9% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 14.76% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $5,707 | $3,662+55.9% | $5,445+4.8% | $2,342+143.6% |
| Participant deferral / active EE | $10,340 | $4,983+107.5% | $6,569+57.4% | $3,332+210.4% |
| Admin fee / account holder | $1,769 | $8,286-78.6% | $11,283-84.3% | $4,645-61.9% |