Filed June 10, 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 | $82,260 | $110,094-25.3% | $151,611-45.7% | $68,494+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.07% | -10.12%0pp | 3.33%-13.4pp | -7.84%-2.2pp |
| Employer contribution / active EE | $4,800 | $4,471+7.4% | $6,166-22.2% | $2,596+84.9% |
| Participant deferral / active EE | $4,958 | $6,527-24.0% | $8,363-40.7% | $4,027+23.1% |
| Admin fee / account holder | $9,819 | $7,719+27.2% | $11,616-15.5% | $5,403+81.7% |