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 | $111,613 | $88,042+26.8% | $138,135-19.2% | $79,858+39.8% |
| Participation rate | 87.5% | 71.4%+16.1pp | 78.7%+8.8pp | 69.6%+17.9pp |
| Annual return | 17.26% | 20.58%-3.3pp | 20.51%-3.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,771 | $3,103-10.7% | $5,587-50.4% | $2,471+12.2% |
| Participant deferral / active EE | $5,486 | $4,704+16.6% | $6,431-14.7% | $3,740+46.7% |
| Admin fee / account holder | $3,861 | $7,791-50.4% | $11,856-67.4% | $5,306-27.2% |