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 | $135,545 | $201,272-32.7% | $184,203-26.4% | $145,922-7.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.52% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $9,932 | $7,022+41.4% | $6,427+54.5% | $4,660+113.1% |
| Participant deferral / active EE | $11,948 | $9,806+21.8% | $9,131+30.8% | $6,688+78.7% |
| Admin fee / account holder | $26,293 | $16,364+60.7% | $13,901+89.1% | $13,397+96.3% |