Filed April 26, 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 10-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 | $227,063 | $85,766+164.7% | $136,294+66.6% | $70,131+223.8% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 17.22% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $9,639 | $2,966+225.0% | $4,695+105.3% | $2,342+311.5% |
| Participant deferral / active EE | $10,804 | $5,051+113.9% | $6,247+73.0% | $3,332+224.3% |
| Admin fee / account holder | $12,833 | $5,420+136.7% | $9,243+38.8% | $4,645+176.2% |