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 | $121,293 | $185,822-34.7% | $169,993-28.6% | $139,434-13.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.89% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,522 | $7,590-40.4% | $6,785-33.4% | $4,751-4.8% |
| Participant deferral / active EE | $3,653 | $11,622-68.6% | $10,408-64.9% | $6,710-45.6% |
| Admin fee / account holder | $28,072 | $15,381+82.5% | $12,815+119.1% | $11,403+146.2% |