Filed August 9, 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 | $124,660 | $138,044-9.7% | $125,339-0.5% | $134,475-7.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -14.67% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,708 | $5,243-29.3% | $4,814-23.0% | $4,740-21.8% |
| Participant deferral / active EE | $10,098 | $7,799+29.5% | $7,446+35.6% | $6,400+57.8% |
| Admin fee / account holder | $13,311 | $11,571+15.0% | $10,010+33.0% | $11,426+16.5% |