Filed August 23, 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 | $98,726 | $49,177+100.8% | $79,464+24.2% | $64,186+53.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.26% | -1.16%-1.1pp | 718.14%-720.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $6,161 | $2,076+196.8% | $2,800+120.0% | $2,381+158.8% |
| Participant deferral / active EE | $10,639 | $2,821+277.1% | $3,704+187.2% | $3,470+206.6% |
| Admin fee / account holder | $15,435 | $3,839+302.1% | $5,113+201.9% | $4,888+215.8% |