Filed January 31, 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 | $30,065 | $150,440-80.0% | $136,294-77.9% | $147,584-79.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 22.54% | 1049.08%-1026.5pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,437 | $5,256-53.6% | $4,695-48.1% | $4,876-50.0% |
| Participant deferral / active EE | $5,693 | $6,630-14.1% | $6,247-8.9% | $5,439+4.7% |
| Admin fee / account holder | $1,247 | $10,905-88.6% | $9,243-86.5% | $10,885-88.5% |