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 | $55,072 | $176,056-68.7% | $159,436-65.5% | $167,490-67.1% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 19.76% | 331.75%-312.0pp | 263.57%-243.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $3,806 | $5,297-28.1% | $4,829-21.2% | $4,837-21.3% |
| Participant deferral / active EE | $8,590 | $7,750+10.8% | $7,352+16.8% | $6,341+35.5% |
| Admin fee / account holder | $27,334 | $12,554+117.7% | $10,799+153.1% | $12,309+122.1% |