Filed May 7, 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 7-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 | $65,544 | $63,355+3.5% | $91,989-28.7% | $72,985-10.2% |
| Participation rate | 94.7% | 72.5%+22.1pp | 78.6%+16.0pp | 69.5%+25.2pp |
| Annual return | 106.01% | 35.35%+70.7pp | 69.02%+37.0pp | 81.00%+25.0pp |
| Employer contribution / active EE | $13,631 | $2,116+544.3% | $3,452+294.9% | $2,440+458.7% |
| Participant deferral / active EE | $14,166 | $4,883+190.1% | $5,923+139.2% | $3,607+292.7% |
| Admin fee / account holder | $906 | $4,668-80.6% | $7,743-88.3% | $5,124-82.3% |