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 | $67,920 | $138,347-50.9% | $184,203-63.1% | $80,856-16.0% |
| Participation rate | 86.2% | 83.9%+2.3pp | 86.8%-0.7pp | 67.6%+18.5pp |
| Annual return | 15.88% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,903 | $4,850-40.1% | $6,427-54.8% | $2,755+5.4% |
| Participant deferral / active EE | $5,770 | $7,071-18.4% | $9,131-36.8% | $4,296+34.3% |
| Admin fee / account holder | $4,023 | $10,483-61.6% | $13,901-71.1% | $6,918-41.9% |