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 | $87,642 | $109,359-19.9% | $162,163-46.0% | $72,985+20.1% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 22.93% | 25.46%-2.5pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,866 | $3,907+24.5% | $5,614-13.3% | $2,440+99.4% |
| Participant deferral / active EE | $4,535 | $5,481-17.3% | $7,298-37.9% | $3,607+25.7% |
| Admin fee / account holder | $4,961 | $7,972-37.8% | $10,843-54.2% | $5,124-3.2% |