Filed May 8, 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 9-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 | $93,600 | $94,752-1.2% | $112,887-17.1% | $139,434-32.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.84% | 40.88%-22.0pp | 34.10%-15.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $16,338 | $4,625+253.2% | $4,563+258.0% | $4,751+243.9% |
| Participant deferral / active EE | $13,865 | $6,512+112.9% | $6,513+112.9% | $6,710+106.6% |
| Admin fee / account holder | $23,473 | $8,527+175.3% | $7,047+233.1% | $11,403+105.9% |