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 | $134,852 | $65,409+106.2% | $98,442+37.0% | $85,850+57.1% |
| Participation rate | 82.8% | 65.0%+17.8pp | 73.3%+9.5pp | 69.3%+13.5pp |
| Annual return | 14.95% | 21.76%-6.8pp | 1492.73%-1477.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,945 | $2,168+82.0% | $2,960+33.3% | $2,565+53.8% |
| Participant deferral / active EE | $9,565 | $3,166+202.1% | $4,276+123.7% | $3,952+142.0% |
| Admin fee / account holder | $7,420 | $4,593+61.6% | $5,949+24.7% | $6,260+18.5% |