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 | $141,700 | $60,124+135.7% | $90,404+56.7% | $79,858+77.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.40% | 71.94%-49.5pp | 1293.02%-1270.6pp | 31.71%-9.3pp |
| Employer contribution / active EE | $5,918 | $2,068+186.2% | $3,262+81.4% | $2,471+139.5% |
| Participant deferral / active EE | $9,770 | $2,938+232.5% | $3,963+146.5% | $3,740+161.2% |
| Admin fee / account holder | $17,301 | $3,976+335.1% | $5,611+208.4% | $5,306+226.0% |