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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,889 | $56,897+149.4% | $84,750+67.4% | $62,891+125.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.21% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-10.9pp |
| Employer contribution / active EE | $13,651 | $2,400+468.9% | $3,574+281.9% | $2,281+498.5% |
| Participant deferral / active EE | $4,211 | $2,709+55.4% | $3,712+13.5% | $3,203+31.5% |
| Admin fee / account holder | $13,479 | $3,581+276.4% | $5,332+152.8% | $4,296+213.8% |