Filed July 12, 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 | $246,502 | $85,202+189.3% | $172,739+42.7% | $72,985+237.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.78% | 27.32%-9.5pp | 802.84%-785.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $4,913 | $3,324+47.8% | $5,143-4.5% | $2,440+101.4% |
| Participant deferral / active EE | $3,755 | $3,260+15.2% | $5,198-27.8% | $3,607+4.1% |
| Admin fee / account holder | $1,192 | $5,884-79.7% | $13,954-91.5% | $5,124-76.7% |