Filed November 13, 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 | $100,717 | $56,484+78.3% | $169,463-40.6% | $64,186+56.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -1.44% | -1.55%+0.1pp | 1.83%-3.3pp | 7.63%-9.1pp |
| Employer contribution / active EE | $6,422 | $1,832+250.5% | $4,159+54.4% | $2,381+169.8% |
| Participant deferral / active EE | $8,647 | $3,448+150.8% | $5,277+63.9% | $3,470+149.2% |
| Admin fee / account holder | $50,759 | $4,174+1116.0% | $9,109+457.2% | $4,888+938.4% |