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 | $99,428 | $148,978-33.3% | $200,582-50.4% | $84,808+17.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 23.18% | 28.16%-5.0pp | 42.33%-19.2pp | 40.90%-17.7pp |
| Employer contribution / active EE | $4,269 | $4,815-11.3% | $6,419-33.5% | $2,631+62.3% |
| Participant deferral / active EE | $4,506 | $7,142-36.9% | $9,331-51.7% | $4,212+7.0% |
| Admin fee / account holder | $3,789 | $13,977-72.9% | $16,305-76.8% | $7,344-48.4% |