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 | $347,047 | $82,882+318.7% | $127,761+171.6% | $72,985+375.5% |
| Participation rate | 97.6% | 71.5%+26.1pp | 79.0%+18.6pp | 69.5%+28.1pp |
| Annual return | 17.85% | 32.20%-14.4pp | 26.14%-8.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $14,370 | $3,346+329.4% | $4,574+214.2% | $2,440+489.0% |
| Participant deferral / active EE | $10,429 | $4,791+117.7% | $6,021+73.2% | $3,607+189.1% |
| Admin fee / account holder | $48,629 | $6,487+649.6% | $9,395+417.6% | $5,124+849.0% |