Filed December 18, 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 | $131,998 | $81,208+62.5% | $98,907+33.5% | $79,858+65.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.73% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,327 | $1,960+69.8% | $2,689+23.7% | $2,471+34.7% |
| Participant deferral / active EE | $5,863 | $3,265+79.6% | $4,244+38.1% | $3,740+56.8% |
| Admin fee / account holder | $3,063 | $6,013-49.1% | $6,642-53.9% | $5,306-42.3% |