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 | $324,630 | $72,388+348.5% | $111,392+191.4% | $64,186+405.8% |
| Participation rate | 97.8% | 70.5%+27.3pp | 78.9%+18.9pp | 69.6%+28.2pp |
| Annual return | -4.13% | -1.50%-2.6pp | -2.06%-2.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $11,597 | $3,000+286.6% | $4,328+168.0% | $2,381+387.1% |
| Participant deferral / active EE | $9,800 | $4,241+131.1% | $5,567+76.0% | $3,470+182.5% |
| Admin fee / account holder | $32,002 | $5,719+459.5% | $12,266+160.9% | $4,888+554.7% |