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 | $137,303 | $70,669+94.3% | $169,368-18.9% | $75,163+82.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.25% | 36.36%-21.1pp | 405.60%-390.3pp | 160.62%-145.4pp |
| Employer contribution / active EE | $8,361 | $2,211+278.2% | $4,013+108.4% | $2,670+213.2% |
| Participant deferral / active EE | $11,125 | $4,311+158.1% | $6,221+78.8% | $4,125+169.7% |
| Admin fee / account holder | $10,609 | $5,402+96.4% | $9,003+17.8% | $5,651+87.7% |