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 | $145,599 | $99,020+47.0% | $86,590+68.1% | $147,584-1.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.31% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $6,412 | $3,132+104.7% | $2,839+125.8% | $4,876+31.5% |
| Participant deferral / active EE | $7,719 | $3,972+94.3% | $3,609+113.9% | $5,439+41.9% |
| Admin fee / account holder | $17,916 | $5,710+213.8% | $4,906+265.2% | $10,885+64.6% |