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 | $74,022 | $138,347-46.5% | $184,203-59.8% | $80,856-8.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.69% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,836 | $4,850+40.9% | $6,427+6.4% | $2,755+148.1% |
| Participant deferral / active EE | $6,496 | $7,071-8.1% | $9,131-28.9% | $4,296+51.2% |
| Admin fee / account holder | $11,969 | $10,483+14.2% | $13,901-13.9% | $6,918+73.0% |