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 | $143,908 | $201,272-28.5% | $184,203-21.9% | $145,922-1.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.22% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,636 | $7,022-19.7% | $6,427-12.3% | $4,660+21.0% |
| Participant deferral / active EE | $5,184 | $9,806-47.1% | $9,131-43.2% | $6,688-22.5% |
| Admin fee / account holder | $1,494 | $16,364-90.9% | $13,901-89.3% | $13,397-88.9% |