Filed August 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 | $59,405 | $63,346-6.2% | $92,233-35.6% | $70,131-15.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.78% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $12,309 | $2,471+398.1% | $3,679+234.5% | $2,342+425.5% |
| Participant deferral / active EE | $2,993 | $2,854+4.9% | $3,897-23.2% | $3,332-10.2% |
| Admin fee / account holder | $2,437 | $3,840-36.6% | $5,194-53.1% | $4,645-47.5% |