Filed May 23, 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 | $123,840 | $80,717+53.4% | $154,803-20.0% | $84,808+46.0% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 15.09% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,975 | $2,761+44.0% | $4,305-7.7% | $2,631+51.1% |
| Participant deferral / active EE | $6,845 | $3,303+107.2% | $5,540+23.5% | $4,212+62.5% |
| Admin fee / account holder | $10,135 | $6,746+50.2% | $14,329-29.3% | $7,344+38.0% |