Filed April 9, 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 | $55,710 | $48,795+14.2% | $65,493-14.9% | $84,808-34.3% |
| Participation rate | 83.8% | 67.0%+16.8pp | 73.1%+10.7pp | 68.3%+15.5pp |
| Annual return | 15.22% | 20.20%-5.0pp | 982.45%-967.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,198 | $1,930+117.6% | $2,574+63.1% | $2,631+59.6% |
| Participant deferral / active EE | $9,207 | $2,928+214.4% | $3,961+132.4% | $4,212+118.6% |
| Admin fee / account holder | $2,745 | $3,877-29.2% | $5,028-45.4% | $7,344-62.6% |