Filed January 9, 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 | $115,101 | $101,724+13.1% | $164,813-30.2% | $80,856+42.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.16% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,810 | $2,953+29.0% | $4,341-12.2% | $2,755+38.3% |
| Participant deferral / active EE | $5,520 | $4,477+23.3% | $6,031-8.5% | $4,296+28.5% |
| Admin fee / account holder | $5,830 | $8,227-29.1% | $12,690-54.1% | $6,918-15.7% |