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 | $129,813 | $137,414-5.5% | $189,513-31.5% | $85,850+51.2% |
| Participation rate | 86.0% | 84.6%+1.4pp | 87.8%-1.8pp | 69.3%+16.7pp |
| Annual return | 13.48% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,381 | $4,344-22.2% | $6,162-45.1% | $2,565+31.8% |
| Participant deferral / active EE | $5,498 | $6,260-12.2% | $8,221-33.1% | $3,952+39.1% |
| Admin fee / account holder | $1,928 | $8,630-77.7% | $12,045-84.0% | $6,260-69.2% |