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 | $224,205 | $115,770+93.7% | $101,248+121.4% | $158,922+41.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 130.74% | 56.14%+74.6pp | 46.47%+84.3pp | 302.83%-172.1pp |
| Employer contribution / active EE | $5,822 | $4,175+39.5% | $3,660+59.1% | $4,761+22.3% |
| Participant deferral / active EE | $6,594 | $4,957+33.0% | $4,370+50.9% | $5,982+10.2% |
| Admin fee / account holder | $10,906 | $7,245+50.5% | $5,945+83.4% | $11,246-3.0% |