Filed February 5, 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 | $220,656 | $211,958+4.1% | $169,463+30.2% | $135,375+63.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.91% | 3.26%-8.2pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $12,348 | $5,120+141.2% | $4,159+196.9% | $4,779+158.4% |
| Participant deferral / active EE | $4,666 | $6,075-23.2% | $5,277-11.6% | $5,609-16.8% |
| Admin fee / account holder | $61,015 | $11,471+431.9% | $9,109+569.8% | $10,827+463.5% |