Filed January 14, 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 | $75,037 | $43,327+73.2% | $59,878+25.3% | $64,186+16.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.03% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,727 | $2,028+83.7% | $2,722+36.9% | $2,381+56.5% |
| Participant deferral / active EE | $4,452 | $2,546+74.9% | $3,402+30.9% | $3,470+28.3% |
| Admin fee / account holder | $2,540 | $3,005-15.5% | $3,590-29.2% | $4,888-48.0% |