Filed April 16, 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 | $67,620 | $138,065-51.0% | $123,544-45.3% | $135,375-50.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.66% | 153.68%-156.3pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $4,142 | $5,151-19.6% | $4,628-10.5% | $4,779-13.3% |
| Participant deferral / active EE | $8,780 | $6,799+29.1% | $6,426+36.6% | $5,609+56.5% |
| Admin fee / account holder | $4,937 | $10,916-54.8% | $9,284-46.8% | $10,827-54.4% |