Filed March 22, 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 | $47,278 | $123,793-61.8% | $177,821-73.4% | $79,858-40.8% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.7%+2.5pp | 69.6%+20.6pp |
| Annual return | 18.41% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,949 | $4,095-3.6% | $5,918-33.3% | $2,471+59.8% |
| Participant deferral / active EE | $5,460 | $5,956-8.3% | $7,714-29.2% | $3,740+46.0% |
| Admin fee / account holder | $738 | $7,243-89.8% | $12,427-94.1% | $5,306-86.1% |