Filed November 7, 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 | $68,253 | $100,041-31.8% | $149,718-54.4% | $70,131-2.7% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.1%+3.6pp | 69.5%+21.2pp |
| Annual return | 16.06% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,650 | $3,662-54.9% | $5,445-69.7% | $2,342-29.6% |
| Participant deferral / active EE | $2,666 | $4,983-46.5% | $6,569-59.4% | $3,332-20.0% |
| Admin fee / account holder | $5,229 | $8,286-36.9% | $11,283-53.7% | $4,645+12.6% |