Filed June 7, 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.
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 | $83,220 | $103,966-20.0% | $112,887-26.3% | $75,163+10.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.73% | 24.54%-7.8pp | 34.10%-17.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $10,187 | $3,870+163.2% | $4,563+123.2% | $2,670+281.6% |
| Participant deferral / active EE | $8,774 | $5,456+60.8% | $6,513+34.7% | $4,125+112.7% |
| Admin fee / account holder | $12,122 | $7,663+58.2% | $7,047+72.0% | $5,651+114.5% |