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 | $146,695 | $176,056-16.7% | $159,436-8.0% | $167,490-12.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.25% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,929 | $5,297-25.8% | $4,829-18.6% | $4,837-18.8% |
| Participant deferral / active EE | $7,297 | $7,750-5.9% | $7,352-0.8% | $6,341+15.1% |
| Admin fee / account holder | $10,616 | $12,554-15.4% | $10,799-1.7% | $12,309-13.8% |