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 | $129,109 | $97,744+32.1% | $103,476+24.8% | $145,922-11.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 25.41%-9.9pp | 23.90%-8.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $15,257 | $4,677+226.2% | $4,672+226.6% | $4,660+227.4% |
| Participant deferral / active EE | $11,774 | $6,603+78.3% | $6,623+77.8% | $6,688+76.1% |
| Admin fee / account holder | $3,508 | $12,515-72.0% | $9,413-62.7% | $13,397-73.8% |