Filed January 11, 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 | $157,855 | $136,307+15.8% | $106,619+48.1% | $273,961-42.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.47% | 11.05%-1.6pp | 9.42%+0.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $9,019 | $5,190+73.8% | $3,947+128.5% | $4,869+85.2% |
| Participant deferral / active EE | $4,807 | $4,969-3.3% | $3,930+22.3% | $5,287-9.1% |
| Admin fee / account holder | $3,467 | $8,625-59.8% | $6,418-46.0% | $10,132-65.8% |