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 | $160,245 | $63,346+153.0% | $92,233+73.7% | $70,131+128.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.87% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $9,784 | $2,471+295.9% | $3,679+165.9% | $2,342+317.7% |
| Participant deferral / active EE | $5,414 | $2,854+89.7% | $3,897+38.9% | $3,332+62.5% |
| Admin fee / account holder | $9,440 | $3,840+145.8% | $5,194+81.8% | $4,645+103.2% |