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 | $81,452 | $82,664-1.5% | $125,339-35.0% | $68,494+18.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 2.00% | -5.97%+8.0pp | 572.05%-570.1pp | -7.84%+9.8pp |
| Employer contribution / active EE | $9,445 | $3,381+179.4% | $4,814+96.2% | $2,596+263.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,204 | $6,275-33.0% | $10,010-58.0% | $5,403-22.2% |