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 | $133,748 | $57,281+133.5% | $86,612+54.4% | $75,163+77.9% |
| Participation rate | 78.0% | 63.2%+14.8pp | 71.7%+6.3pp | 67.2%+10.8pp |
| Annual return | 17.04% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,301 | $2,314+85.8% | $3,022+42.3% | $2,670+61.1% |
| Participant deferral / active EE | $10,037 | $3,318+202.5% | $4,438+126.2% | $4,125+143.3% |
| Admin fee / account holder | $12,416 | $4,112+202.0% | $5,614+121.2% | $5,651+119.7% |