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 | $97,125+124.6% | $86,233+153.0% | $137,256+58.9% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.0%+7.5pp | 80.0%-3.5pp |
| Annual return | 14.42% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,925 | $2,841+38.2% | $2,504+56.7% | $4,156-5.6% |
| Participant deferral / active EE | $12,079 | $5,180+133.2% | $4,559+164.9% | $6,407+88.5% |
| Admin fee / account holder | $9,616 | $9,725-1.1% | $8,342+15.3% | $12,270-21.6% |