Filed April 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 | $33,913 | $39,122-13.3% | $57,179-40.7% | $62,891-46.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.70% | 9.23%+0.5pp | 14.59%-4.9pp | 20.14%-10.4pp |
| Employer contribution / active EE | $8,679 | $1,874+363.1% | $2,682+223.6% | $2,281+280.5% |
| Participant deferral / active EE | $3,925 | $2,374+65.4% | $3,096+26.8% | $3,203+22.6% |
| Admin fee / account holder | $1,584 | $2,592-38.9% | $3,139-49.5% | $4,296-63.1% |