Filed December 30, 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 | $65,579 | $78,705-16.7% | $117,854-44.4% | $70,131-6.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.87% | 23.30%-9.4pp | 335.08%-321.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $6,248 | $2,223+181.0% | $3,786+65.0% | $2,342+166.7% |
| Participant deferral / active EE | $6,766 | $3,297+105.2% | $4,482+51.0% | $3,332+103.1% |
| Admin fee / account holder | $3,573 | $5,065-29.5% | $8,020-55.4% | $4,645-23.1% |