Filed February 2, 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 | $110,392 | $112,096-1.5% | $95,952+15.0% | $158,922-30.5% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 17.21% | 171.09%-153.9pp | 91.61%-74.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,566 | $3,198-19.8% | $2,541+1.0% | $4,761-46.1% |
| Participant deferral / active EE | $5,161 | $4,784+7.9% | $4,167+23.9% | $5,982-13.7% |
| Admin fee / account holder | $1,429 | $10,130-85.9% | $6,795-79.0% | $11,246-87.3% |