Filed February 5, 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 | $79,980 | $100,041-20.1% | $149,718-46.6% | $70,131+14.0% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.1%-5.8pp | 69.5%+11.7pp |
| Annual return | 18.53% | 27.43%-8.9pp | 1501.63%-1483.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,952 | $3,662-46.7% | $5,445-64.1% | $2,342-16.7% |
| Participant deferral / active EE | $4,533 | $4,983-9.0% | $6,569-31.0% | $3,332+36.1% |
| Admin fee / account holder | $4,623 | $8,286-44.2% | $11,283-59.0% | $4,645-0.5% |