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 | $90,978 | $154,117-41.0% | $129,995-30.0% | $139,434-34.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 19.22% | 32.48%-13.3pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,902 | $6,710+32.7% | $5,820+52.9% | $6,710+32.7% |
| Admin fee / account holder | $18,710 | $14,007+33.6% | $10,614+76.3% | $11,403+64.1% |