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 | $99,723 | $54,705+82.3% | $71,209+40.0% | $84,808+17.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 26.60% | 35.90%-9.3pp | 282.51%-255.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $6,361 | $2,158+194.8% | $2,721+133.8% | $2,631+141.8% |
| Participant deferral / active EE | $8,134 | $3,030+168.4% | $4,175+94.8% | $4,212+93.1% |
| Admin fee / account holder | $4,450 | $4,863-8.5% | $5,349-16.8% | $7,344-39.4% |