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 | $151,236 | $65,409+131.2% | $98,442+53.6% | $85,850+76.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.90% | 21.76%-6.9pp | 1492.73%-1477.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $6,243 | $2,168+188.0% | $2,960+110.9% | $2,565+143.4% |
| Participant deferral / active EE | $10,505 | $3,166+231.8% | $4,276+145.7% | $3,952+165.8% |
| Admin fee / account holder | $39,824 | $4,593+767.1% | $5,949+569.4% | $6,260+536.2% |