Filed February 21, 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 | $109,453 | $98,750+10.8% | $149,696-26.9% | $79,858+37.1% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.7pp | 69.6%+18.5pp |
| Annual return | 29.15% | 27.43%+1.7pp | 276.60%-247.5pp | 31.71%-2.6pp |
| Employer contribution / active EE | $7,046 | $3,216+119.0% | $4,644+51.7% | $2,471+185.1% |
| Participant deferral / active EE | $10,650 | $5,680+87.5% | $6,842+55.7% | $3,740+184.8% |
| Admin fee / account holder | $12,246 | $6,053+102.3% | $9,309+31.6% | $5,306+130.8% |