Filed January 24, 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 | $339,160 | $74,888+352.9% | $71,209+376.3% | $142,382+138.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.69% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $11,845 | $2,854+315.0% | $2,721+335.3% | $4,299+175.5% |
| Participant deferral / active EE | $13,339 | $4,454+199.5% | $4,175+219.5% | $6,507+105.0% |
| Admin fee / account holder | $57,117 | $5,568+925.7% | $5,349+967.9% | $12,624+352.5% |