Filed April 8, 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 6-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 | $153,962 | $72,012+113.8% | $185,823-17.1% | $79,858+92.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.33% | 23.12%-6.8pp | 35.95%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $17,374 | $1,965+784.4% | $4,087+325.1% | $2,471+603.2% |
| Participant deferral / active EE | $8,305 | $3,779+119.8% | $5,632+47.5% | $3,740+122.1% |
| Admin fee / account holder | $3,140 | $4,513-30.4% | $9,500-66.9% | $5,306-40.8% |