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 | $193,066 | $159,602+21.0% | $150,045+28.7% | $142,382+35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.92% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,148 | $4,961-16.4% | $4,693-11.6% | $4,299-3.5% |
| Participant deferral / active EE | $6,918 | $8,310-16.8% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $37,921 | $14,846+155.4% | $13,435+182.3% | $12,624+200.4% |