Filed October 31, 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 | $107,502 | $99,877+7.6% | $84,966+26.5% | $145,922-26.3% |
| Participation rate | 79.2% | 74.1%+5.1pp | 67.5%+11.7pp | 80.3%-1.1pp |
| Annual return | 14.27% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,399 | $3,231-56.7% | $2,727-48.7% | $4,660-70.0% |
| Participant deferral / active EE | $3,860 | $5,291-27.0% | $4,519-14.6% | $6,688-42.3% |
| Admin fee / account holder | $1,507 | $7,248-79.2% | $6,149-75.5% | $13,397-88.8% |