Filed June 7, 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 | $97,580 | $109,881-11.2% | $150,045-35.0% | $84,808+15.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 31.49% | 28.25%+3.2pp | 62.55%-31.1pp | 40.90%-9.4pp |
| Employer contribution / active EE | $3,240 | $3,561-9.0% | $4,693-31.0% | $2,631+23.1% |
| Participant deferral / active EE | $9,275 | $6,636+39.8% | $7,997+16.0% | $4,212+120.2% |
| Admin fee / account holder | $10,466 | $8,568+22.2% | $13,435-22.1% | $7,344+42.5% |