Filed May 11, 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 | $93,661 | $90,503+3.5% | $78,689+19.0% | $273,961-65.8% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 8.82% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,394 | $3,176-24.6% | $2,851-16.0% | $4,869-50.8% |
| Participant deferral / active EE | $6,887 | $3,901+76.5% | $3,517+95.8% | $5,287+30.3% |
| Admin fee / account holder | $753 | $5,263-85.7% | $4,510-83.3% | $10,132-92.6% |