Filed November 5, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,658 | $77,813+351.9% | $123,544+184.6% | $64,186+447.9% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | -1.95% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $10,216 | $3,014+239.0% | $4,628+120.7% | $2,381+329.1% |
| Participant deferral / active EE | $10,712 | $5,240+104.4% | $6,426+66.7% | $3,470+208.7% |
| Admin fee / account holder | $51,596 | $5,519+834.9% | $9,284+455.8% | $4,888+955.6% |