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 | $92,418 | $57,281+61.3% | $86,612+6.7% | $75,163+23.0% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 16.32% | 2670.75%-2654.4pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $7,105 | $2,314+207.0% | $3,022+135.1% | $2,670+166.1% |
| Participant deferral / active EE | $9,427 | $3,318+184.1% | $4,438+112.4% | $4,125+128.5% |
| Admin fee / account holder | $35,853 | $4,112+771.9% | $5,614+538.6% | $5,651+534.5% |