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 | $104,424 | $76,912+35.8% | $129,110-19.1% | $68,494+52.5% |
| Participation rate | 80.0% | 69.1%+10.9pp | 77.3%+2.7pp | 67.9%+12.1pp |
| Annual return | -17.18% | -9.78%-7.4pp | -10.94%-6.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,633 | $3,243-18.8% | $5,052-47.9% | $2,596+1.4% |
| Participant deferral / active EE | $5,442 | $4,732+15.0% | $6,542-16.8% | $4,027+35.1% |
| Admin fee / account holder | $7,991 | $6,638+20.4% | $14,302-44.1% | $5,403+47.9% |