Filed May 10, 2018
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 | $86,532 | $100,041-13.5% | $149,718-42.2% | $70,131+23.4% |
| Participation rate | 71.8% | 83.6%-11.8pp | 87.1%-15.3pp | 69.5%+2.3pp |
| Annual return | 13.42% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,638 | $3,662-0.6% | $5,445-33.2% | $2,342+55.3% |
| Participant deferral / active EE | $3,401 | $4,983-31.8% | $6,569-48.2% | $3,332+2.1% |
| Admin fee / account holder | $3,198 | $8,286-61.4% | $11,283-71.7% | $4,645-31.2% |