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 | $84,509 | $94,529-10.6% | $140,016-39.6% | $64,186+31.7% |
| Participation rate | 94.1% | 84.1%+10.0pp | 87.5%+6.6pp | 69.6%+24.5pp |
| Annual return | -3.83% | 7.77%-11.6pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,712 | $3,812+23.6% | $5,606-15.9% | $2,381+97.9% |
| Participant deferral / active EE | $4,712 | $5,250-10.2% | $6,927-32.0% | $3,470+35.8% |
| Admin fee / account holder | $15,179 | $6,741+125.2% | $10,705+41.8% | $4,888+210.5% |