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 | $134,424 | $77,145+74.2% | $108,410+24.0% | $85,850+56.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 24.23% | 44.54%-20.3pp | 905.27%-881.0pp | 318.53%-294.3pp |
| Employer contribution / active EE | $15,840 | $2,379+565.7% | $3,558+345.1% | $2,565+517.5% |
| Participant deferral / active EE | $17,529 | $5,566+214.9% | $6,563+167.1% | $3,952+343.6% |
| Admin fee / account holder | $6,570 | $5,172+27.0% | $7,295-9.9% | $6,260+4.9% |