Filed January 23, 2020
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 6-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $753,617 | $87,013+766.1% | $106,213+609.5% | $80,856+832.0% |
| Participation rate | 98.7% | 70.4%+28.2pp | 75.3%+23.4pp | 67.6%+31.0pp |
| Annual return | 17.19% | 17.05%+0.1pp | 116.14%-98.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $19,024 | $2,395+694.2% | $3,171+499.8% | $2,755+590.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,988 | $8,431+30.3% | $11,033-0.4% | $6,918+58.8% |