Filed March 27, 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 | $162,026 | $90,590+78.9% | $90,782+78.5% | $135,375+19.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -3.07% | -3.40%+0.3pp | -3.42%+0.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $6,990 | $4,352+60.6% | $4,105+70.3% | $4,779+46.3% |
| Participant deferral / active EE | $8,634 | $5,407+59.7% | $5,366+60.9% | $5,609+53.9% |
| Admin fee / account holder | $29,765 | $7,683+287.4% | $5,908+403.8% | $10,827+174.9% |