Filed January 4, 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 | $128,712 | $90,503+42.2% | $78,689+63.6% | $273,961-53.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.96% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $5,060 | $3,176+59.3% | $2,851+77.5% | $4,869+3.9% |
| Participant deferral / active EE | $7,582 | $3,901+94.3% | $3,517+115.6% | $5,287+43.4% |
| Admin fee / account holder | $731 | $5,263-86.1% | $4,510-83.8% | $10,132-92.8% |