Filed February 15, 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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,738 | $49,173+143.5% | $121,098-1.1% | $75,163+59.3% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 21.41% | 55.99%-34.6pp | 985.75%-964.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $6,268 | $1,546+305.5% | $4,164+50.5% | $2,670+134.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,527 | $3,942-61.3% | $5,644-73.0% | $5,651-73.0% |