Filed May 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,994 | $91,538+8.1% | $129,995-23.8% | $75,163+31.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.75% | -631.11%+652.9pp | -137.18%+158.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,202 | $2,845-22.6% | $4,320-49.0% | $2,670-17.5% |
| Participant deferral / active EE | $1,752 | $4,341-59.6% | $5,820-69.9% | $4,125-57.5% |
| Admin fee / account holder | $4,694 | $6,790-30.9% | $10,614-55.8% | $5,651-16.9% |