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 | $102,270 | $54,350+88.2% | $82,719+23.6% | $68,494+49.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.90% | -13.67%-5.2pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $6,039 | $2,218+172.3% | $3,009+100.7% | $2,596+132.6% |
| Participant deferral / active EE | $8,378 | $3,246+158.1% | $4,395+90.6% | $4,027+108.0% |
| Admin fee / account holder | $14,159 | $4,395+222.1% | $5,329+165.7% | $5,403+162.1% |