Filed February 22, 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 | $73,109 | $58,208+25.6% | $81,812-10.6% | $80,856-9.6% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 19.90% | 41.66%-21.8pp | 773.79%-753.9pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,980 | $2,340-15.4% | $2,912-32.0% | $2,755-28.1% |
| Participant deferral / active EE | $5,753 | $3,281+75.4% | $4,319+33.2% | $4,296+33.9% |
| Admin fee / account holder | $1,419 | $4,981-71.5% | $7,386-80.8% | $6,918-79.5% |