Filed March 29, 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 8-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 | $22,666 | $77,419-70.7% | $69,455-67.4% | $152,861-85.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 26.69% | 39.06%-12.4pp | 28.97%-2.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,153 | $3,315-4.9% | $2,779+13.5% | $4,762-33.8% |
| Participant deferral / active EE | $6,258 | $4,414+41.8% | $3,535+77.0% | $5,850+7.0% |
| Admin fee / account holder | $330 | $6,207-94.7% | $3,839-91.4% | $11,596-97.2% |