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 | $80,511 | $49,177+63.7% | $79,464+1.3% | $64,186+25.4% |
| Participation rate | 84.8% | 65.0%+19.8pp | 73.3%+11.4pp | 69.6%+15.2pp |
| Annual return | -6.16% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,245 | $2,076+56.3% | $2,800+15.9% | $2,381+36.3% |
| Participant deferral / active EE | $7,863 | $2,821+178.7% | $3,704+112.3% | $3,470+126.6% |
| Admin fee / account holder | $3,686 | $3,839-4.0% | $5,113-27.9% | $4,888-24.6% |