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 | $148,069 | $92,985+59.2% | $153,485-3.5% | $80,856+83.1% |
| Participation rate | 79.6% | 69.0%+10.7pp | 77.1%+2.5pp | 67.6%+12.0pp |
| Annual return | 11.71% | 19.95%-8.2pp | 15.65%-3.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,959 | $3,507-15.6% | $5,039-41.3% | $2,755+7.4% |
| Participant deferral / active EE | $6,080 | $5,178+17.4% | $6,757-10.0% | $4,296+41.5% |
| Admin fee / account holder | $15,960 | $8,880+79.7% | $12,724+25.4% | $6,918+130.7% |