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 | $76,418 | $167,484-54.4% | $151,611-49.6% | $134,475-43.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.44% | 7.80%-24.2pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,721 | $6,829+13.1% | $6,166+25.2% | $4,740+62.9% |
| Participant deferral / active EE | $9,660 | $8,986+7.5% | $8,363+15.5% | $6,400+50.9% |
| Admin fee / account holder | $476 | $13,783-96.5% | $11,616-95.9% | $11,426-95.8% |