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 | $62,991 | $165,335-61.9% | $149,696-57.9% | $158,922-60.4% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 15.24% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,329 | $5,103-54.4% | $4,644-49.9% | $4,761-51.1% |
| Participant deferral / active EE | $5,873 | $7,181-18.2% | $6,842-14.2% | $5,982-1.8% |
| Admin fee / account holder | $789 | $10,807-92.7% | $9,309-91.5% | $11,246-93.0% |