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 | $108,355 | $167,484-35.3% | $151,611-28.5% | $134,475-19.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.49% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,702 | $6,829-45.8% | $6,166-40.0% | $4,740-21.9% |
| Participant deferral / active EE | $3,520 | $8,986-60.8% | $8,363-57.9% | $6,400-45.0% |
| Admin fee / account holder | $998 | $13,783-92.8% | $11,616-91.4% | $11,426-91.3% |