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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,412 | $89,698+228.2% | $103,476+184.5% | $80,856+264.1% |
| Participation rate | 94.3% | 76.0%+18.3pp | 80.5%+13.7pp | 67.6%+26.6pp |
| Annual return | 12.11% | 22.78%-10.7pp | 23.90%-11.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,194 | $4,018-45.4% | $4,672-53.0% | $2,755-20.3% |
| Participant deferral / active EE | $21,034 | $5,456+285.5% | $6,623+217.6% | $4,296+389.6% |
| Admin fee / account holder | $27,466 | $6,768+305.8% | $9,413+191.8% | $6,918+297.0% |