Filed February 1, 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 | $94,552 | $96,635-2.2% | $86,612+9.2% | $139,434-32.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.04% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,682 | $3,263+12.8% | $3,022+21.8% | $4,751-22.5% |
| Participant deferral / active EE | $5,639 | $4,836+16.6% | $4,438+27.1% | $6,710-16.0% |
| Admin fee / account holder | $7,910 | $6,408+23.4% | $5,614+40.9% | $11,403-30.6% |