Filed June 15, 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 | $77,166 | $97,757-21.1% | $83,848-8.0% | $135,375-43.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.27% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,639 | $4,222+9.9% | $3,631+27.8% | $4,779-2.9% |
| Participant deferral / active EE | $7,692 | $4,682+64.3% | $4,082+88.4% | $5,609+37.1% |
| Admin fee / account holder | $1,096 | $6,674-83.6% | $5,478-80.0% | $10,827-89.9% |