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 | $81,657 | $148,978-45.2% | $200,582-59.3% | $84,808-3.7% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 15.66% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,329 | $4,815-10.1% | $6,419-32.6% | $2,631+64.5% |
| Participant deferral / active EE | $7,086 | $7,142-0.8% | $9,331-24.1% | $4,212+68.2% |
| Admin fee / account holder | $9,490 | $13,977-32.1% | $16,305-41.8% | $7,344+29.2% |