Filed January 4, 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 | $62,824 | $160,055-60.7% | $140,016-55.1% | $135,375-53.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.52% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.3pp |
| Employer contribution / active EE | $4,056 | $6,420-36.8% | $5,606-27.6% | $4,779-15.1% |
| Participant deferral / active EE | $3,441 | $7,642-55.0% | $6,927-50.3% | $5,609-38.6% |
| Admin fee / account holder | $16,320 | $13,328+22.5% | $10,705+52.5% | $10,827+50.7% |