Filed March 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 | $65,046 | $58,208+11.7% | $81,812-20.5% | $80,856-19.6% |
| Participation rate | 73.2% | 63.4%+9.8pp | 72.3%+0.8pp | 67.6%+5.5pp |
| Annual return | 13.43% | 41.66%-28.2pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,252 | $2,340+39.0% | $2,912+11.7% | $2,755+18.1% |
| Participant deferral / active EE | $4,619 | $3,281+40.8% | $4,319+7.0% | $4,296+7.5% |
| Admin fee / account holder | $3,853 | $4,981-22.7% | $7,386-47.8% | $6,918-44.3% |