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 | $105,837 | $49,227+115.0% | $70,449+50.2% | $79,858+32.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.80% | 30.06%-18.3pp | 109.03%-97.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,231 | $2,099+101.6% | $2,737+54.6% | $2,471+71.2% |
| Participant deferral / active EE | $5,180 | $2,768+87.2% | $3,709+39.7% | $3,740+38.5% |
| Admin fee / account holder | $5,382 | $2,878+87.0% | $3,845+40.0% | $5,306+1.4% |