Filed March 7, 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 | $52,693 | $152,587-65.5% | $125,175-57.9% | $152,861-65.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.40% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,718 | $4,946-45.0% | $3,865-29.7% | $4,762-42.9% |
| Participant deferral / active EE | $7,893 | $5,868+34.5% | $4,937+59.9% | $5,850+34.9% |
| Admin fee / account holder | $30,104 | $13,434+124.1% | $9,702+210.3% | $11,596+159.6% |