Filed April 6, 2020
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,941 | $81,900+258.9% | $119,609+145.8% | $68,494+329.1% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -9.68% | -23.82%+14.1pp | -14.97%+5.3pp | -7.84%-1.8pp |
| Employer contribution / active EE | $13,478 | $2,693+400.4% | $4,232+218.5% | $2,596+419.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $39,329 | $6,582+497.6% | $10,323+281.0% | $5,403+628.0% |