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 | $135,870 | $63,861+112.8% | $104,607+29.9% | $79,858+70.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 15.56% | 21.30%-5.7pp | 340.46%-324.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $359 | $1,588-77.4% | $2,681-86.6% | $2,471-85.5% |
| Participant deferral / active EE | $3,947 | $2,693+46.5% | $3,740+5.5% | $3,740+5.5% |
| Admin fee / account holder | $4,968 | $4,185+18.7% | $6,473-23.3% | $5,306-6.4% |