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 | $80,121 | $162,781-50.8% | $133,956-40.2% | $158,922-49.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 64.54% | 41.94%+22.6pp | 45.09%+19.5pp | 302.83%-238.3pp |
| Employer contribution / active EE | $2,772 | $4,975-44.3% | $3,919-29.3% | $4,761-41.8% |
| Participant deferral / active EE | $6,921 | $5,911+17.1% | $5,048+37.1% | $5,982+15.7% |
| Admin fee / account holder | $4,790 | $11,736-59.2% | $8,927-46.3% | $11,246-57.4% |