Filed May 11, 2020
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 | $407,431 | $79,557+412.1% | $118,746+243.1% | $70,131+481.0% |
| Participation rate | 92.7% | 71.4%+21.3pp | 78.3%+14.4pp | 69.5%+23.1pp |
| Annual return | 13.53% | 25.64%-12.1pp | 24.54%-11.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $11,896 | $2,861+315.8% | $4,193+183.7% | $2,342+407.9% |
| Participant deferral / active EE | $10,253 | $4,089+150.8% | $5,332+92.3% | $3,332+207.7% |
| Admin fee / account holder | $9,846 | $5,374+83.2% | $10,720-8.2% | $4,645+112.0% |