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 | $71,682 | $110,094-34.9% | $151,611-52.7% | $68,494+4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.66% | -10.12%-4.5pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,872 | $4,471+9.0% | $6,166-21.0% | $2,596+87.7% |
| Participant deferral / active EE | $4,749 | $6,527-27.2% | $8,363-43.2% | $4,027+17.9% |
| Admin fee / account holder | $5,477 | $7,719-29.0% | $11,616-52.8% | $5,403+1.4% |