Filed January 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 | $90,703 | $45,438+99.6% | $80,004+13.4% | $59,632+52.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -1.55% | 5.10%-6.7pp | 7.63%-9.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $369 | $1,236-70.1% | $2,473-85.1% | $2,203-83.2% |
| Participant deferral / active EE | $5,505 | $2,231+146.8% | $3,204+71.8% | $3,192+72.5% |
| Admin fee / account holder | $429 | $3,464-87.6% | $5,033-91.5% | $4,297-90.0% |