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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,520 | $90,519+61.9% | $93,789+56.2% | $134,475+9.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.41% | -15.72%-1.7pp | -11.33%-6.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $13,782 | $4,343+217.3% | $4,323+218.8% | $4,740+190.8% |
| Participant deferral / active EE | $17,730 | $5,978+196.6% | $6,094+190.9% | $6,400+177.0% |
| Admin fee / account holder | $24,000 | $9,252+159.4% | $7,195+233.6% | $11,426+110.0% |