Filed September 22, 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 | $78,593 | $58,627+34.1% | $76,735+2.4% | $82,448-4.7% |
| Participation rate | 98.6% | 63.2%+35.4pp | 69.5%+29.1pp | 68.1%+30.6pp |
| Annual return | 19.36% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,117 | $1,729+80.2% | $2,454+27.0% | $2,551+22.2% |
| Participant deferral / active EE | $2,234 | $3,134-28.7% | $4,088-45.4% | $4,139-46.0% |
| Admin fee / account holder | $1,522 | $5,323-71.4% | $7,189-78.8% | $7,234-79.0% |