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 | $327,840 | $93,170+251.9% | $100,534+226.1% | $84,808+286.6% |
| Participation rate | 95.5% | 75.8%+19.7pp | 80.6%+14.9pp | 68.3%+27.2pp |
| Annual return | 17.64% | 47.13%-29.5pp | 32.66%-15.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,171 | $3,985-45.5% | $4,346-50.0% | $2,631-17.5% |
| Participant deferral / active EE | $21,095 | $5,699+270.2% | $6,144+243.3% | $4,212+400.9% |
| Admin fee / account holder | $18,693 | $7,382+153.2% | $7,654+144.2% | $7,344+154.5% |