Filed July 5, 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 9-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 | $96,666 | $209,832-53.9% | $189,513-49.0% | $167,490-42.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.49% | 748.27%-737.8pp | 555.15%-544.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $7,032 | $6,914+1.7% | $6,162+14.1% | $4,837+45.4% |
| Participant deferral / active EE | $8,773 | $8,935-1.8% | $8,221+6.7% | $6,341+38.3% |
| Admin fee / account holder | $16,629 | $14,293+16.3% | $12,045+38.1% | $12,309+35.1% |