Filed February 2, 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 | $65,220 | $59,332+9.9% | $90,223-27.7% | $59,632+9.4% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.0%-4.0pp | 68.7%+6.3pp |
| Annual return | -1.35% | 3.25%-4.6pp | 1.31%-2.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,024 | $3,031-33.2% | $4,378-53.8% | $2,203-8.1% |
| Participant deferral / active EE | $3,720 | $4,369-14.9% | $5,792-35.8% | $3,192+16.6% |
| Admin fee / account holder | $2,562 | $5,032-49.1% | $7,406-65.4% | $4,297-40.4% |