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 | $88,766 | $137,414-35.4% | $189,513-53.2% | $85,850+3.4% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 11.74% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $5,776 | $4,344+32.9% | $6,162-6.3% | $2,565+125.2% |
| Participant deferral / active EE | $4,630 | $6,260-26.0% | $8,221-43.7% | $3,952+17.2% |
| Admin fee / account holder | $10,901 | $8,630+26.3% | $12,045-9.5% | $6,260+74.1% |