Filed June 26, 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 | $84,017 | $53,127+58.1% | $86,590-3.0% | $70,131+19.8% |
| Participation rate | 83.0% | 65.3%+17.6pp | 73.5%+9.4pp | 69.5%+13.4pp |
| Annual return | 15.53% | 27.66%-12.1pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,396 | $2,068+15.8% | $2,839-15.6% | $2,342+2.3% |
| Participant deferral / active EE | $6,810 | $2,696+152.6% | $3,609+88.7% | $3,332+104.4% |
| Admin fee / account holder | $3,097 | $3,585-13.6% | $4,906-36.9% | $4,645-33.3% |