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 | $158,489 | $58,208+172.3% | $81,812+93.7% | $80,856+96.0% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 14.21% | 41.66%-27.4pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,793 | $2,340+104.8% | $2,912+64.6% | $2,755+74.0% |
| Participant deferral / active EE | $11,351 | $3,281+246.0% | $4,319+162.9% | $4,296+164.2% |
| Admin fee / account holder | $5,979 | $4,981+20.0% | $7,386-19.1% | $6,918-13.6% |