Filed November 28, 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 | $98,279 | $99,020-0.7% | $86,590+13.5% | $147,584-33.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.56% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $13,667 | $3,132+336.4% | $2,839+381.4% | $4,876+180.3% |
| Participant deferral / active EE | $11,768 | $3,972+196.3% | $3,609+226.1% | $5,439+116.4% |
| Admin fee / account holder | $13,638 | $5,710+138.8% | $4,906+178.0% | $10,885+25.3% |