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 | $79,598 | $99,020-19.6% | $86,590-8.1% | $147,584-46.1% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 13.46% | 1312.34%-1298.9pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,535 | $3,132-19.1% | $2,839-10.7% | $4,876-48.0% |
| Participant deferral / active EE | $6,924 | $3,972+74.3% | $3,609+91.9% | $5,439+27.3% |
| Admin fee / account holder | $34,545 | $5,710+505.0% | $4,906+604.2% | $10,885+217.4% |