Filed June 8, 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 | $144,068 | $79,523+81.2% | $140,016+2.9% | $56,287+156.0% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.3pp |
| Annual return | -4.15% | 2.39%-6.5pp | 651.12%-655.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,782 | $3,350+12.9% | $5,606-32.5% | $2,111+79.2% |
| Participant deferral / active EE | $5,129 | $5,1290% | $6,927-26.0% | $3,350+53.1% |
| Admin fee / account holder | $5,636 | $614+817.4% | $10,705-47.4% | $521+981.8% |