Filed January 24, 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 | $115,159 | $123,793-7.0% | $177,821-35.2% | $79,858+44.2% |
| Participation rate | 89.6% | 84.7%+4.9pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 16.71% | 22.82%-6.1pp | 48.32%-31.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,263 | $4,095-20.3% | $5,918-44.9% | $2,471+32.0% |
| Participant deferral / active EE | $4,939 | $5,956-17.1% | $7,714-36.0% | $3,740+32.1% |
| Admin fee / account holder | $386 | $7,243-94.7% | $12,427-96.9% | $5,306-92.7% |