Filed October 30, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,840 | $142,344+180.2% | $119,609+233.5% | $134,475+196.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.32% | -12.44%-0.9pp | -14.97%+1.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $24,154 | $5,222+362.5% | $4,232+470.8% | $4,740+409.6% |
| Participant deferral / active EE | $14,243 | $6,469+120.2% | $5,602+154.3% | $6,400+122.6% |
| Admin fee / account holder | $679 | $13,584-95.0% | $10,323-93.4% | $11,426-94.1% |