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 | $141,824 | $83,902+69.0% | $167,512-15.3% | $84,808+67.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.98% | 91.55%-75.6pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $8,935 | $2,264+294.7% | $3,882+130.2% | $2,631+239.6% |
| Participant deferral / active EE | $12,354 | $4,442+178.1% | $6,405+92.9% | $4,212+193.3% |
| Admin fee / account holder | $2,021 | $7,915-74.5% | $9,769-79.3% | $7,344-72.5% |