Filed August 22, 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 | $218,152 | $100,773+116.5% | $88,946+145.3% | $142,382+53.2% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.8%+7.6pp | 80.1%-3.6pp |
| Annual return | 14.42% | 70.18%-55.8pp | 57.82%-43.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,925 | $2,918+34.5% | $2,555+53.6% | $4,299-8.7% |
| Participant deferral / active EE | $12,079 | $5,230+130.9% | $4,581+163.7% | $6,507+85.6% |
| Admin fee / account holder | $9,616 | $9,693-0.8% | $8,261+16.4% | $12,624-23.8% |