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 | $189,809 | $109,359+73.6% | $162,163+17.0% | $72,985+160.1% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 18.14% | 25.46%-7.3pp | 115.59%-97.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,961 | $3,907+27.0% | $5,614-11.6% | $2,440+103.4% |
| Participant deferral / active EE | $5,864 | $5,481+7.0% | $7,298-19.7% | $3,607+62.5% |
| Admin fee / account holder | $30,483 | $7,972+282.4% | $10,843+181.1% | $5,124+494.9% |