Filed December 3, 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 9-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 | $125,378 | $90,600+38.4% | $79,464+57.8% | $135,375-7.4% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -7.94% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,477 | $3,068+78.5% | $2,800+95.6% | $4,779+14.6% |
| Participant deferral / active EE | $11,837 | $4,050+192.3% | $3,704+219.6% | $5,609+111.0% |
| Admin fee / account holder | $14,835 | $5,907+151.2% | $5,113+190.1% | $10,827+37.0% |