Filed August 30, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,656 | $89,753+235.0% | $107,525+179.6% | $84,808+254.5% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 15.14% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,121 | $3,113+193.0% | $3,754+143.0% | $2,631+246.7% |
| Participant deferral / active EE | $7,819 | $4,056+92.8% | $5,116+52.8% | $4,212+85.7% |
| Admin fee / account holder | $32,123 | $7,222+344.8% | $8,919+260.2% | $7,344+337.4% |