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 | $107,208 | $183,963-41.7% | $162,163-33.9% | $152,861-29.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.81% | 150.76%-138.0pp | 115.59%-102.8pp | 345.32%-332.5pp |
| Employer contribution / active EE | $4,672 | $6,371-26.7% | $5,614-16.8% | $4,762-1.9% |
| Participant deferral / active EE | $3,747 | $8,034-53.4% | $7,298-48.7% | $5,850-36.0% |
| Admin fee / account holder | $17,226 | $13,121+31.3% | $10,843+58.9% | $11,596+48.5% |