Filed November 14, 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 7-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 | $104,304 | $109,413-4.7% | $156,263-33.3% | $84,808+23.0% |
| Participation rate | 74.4% | 72.7%+1.7pp | 78.9%-4.5pp | 68.3%+6.0pp |
| Annual return | 17.17% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,907 | $2,9070% | $4,333-32.9% | $2,631+10.5% |
| Participant deferral / active EE | $6,234 | $4,590+35.8% | $6,158+1.2% | $4,212+48.0% |
| Admin fee / account holder | $1,343 | $9,357-85.6% | $14,255-90.6% | $7,344-81.7% |