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 | $130,110 | $69,010+88.5% | $159,960-18.7% | $68,494+90.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -10.61% | -9.65%-1.0pp | 408.60%-419.2pp | -7.84%-2.8pp |
| Employer contribution / active EE | $22,445 | $2,213+914.1% | $4,226+431.1% | $2,596+764.5% |
| Participant deferral / active EE | $6,078 | $4,212+44.3% | $6,182-1.7% | $4,027+50.9% |
| Admin fee / account holder | $49,414 | $4,798+929.9% | $8,698+468.1% | $5,403+814.6% |