Filed October 15, 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 | $180,157 | $137,414+31.1% | $189,513-4.9% | $85,850+109.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.87% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $6,853 | $4,344+57.7% | $6,162+11.2% | $2,565+167.1% |
| Participant deferral / active EE | $7,084 | $6,260+13.2% | $8,221-13.8% | $3,952+79.3% |
| Admin fee / account holder | $4,364 | $8,630-49.4% | $12,045-63.8% | $6,260-30.3% |