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 | $59,203 | $105,126-43.7% | $94,646-37.4% | $139,434-57.5% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 25.06% | 38.03%-13.0pp | 156.71%-131.6pp | 372.94%-347.9pp |
| Employer contribution / active EE | $3,090 | $4,106-24.7% | $3,672-15.9% | $4,751-35.0% |
| Participant deferral / active EE | $6,734 | $7,599-11.4% | $7,418-9.2% | $6,710+0.4% |
| Admin fee / account holder | $760 | $8,984-91.5% | $7,231-89.5% | $11,403-93.3% |