Filed September 6, 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 | $65,144 | $132,049-50.7% | $200,582-67.5% | $74,304-12.3% |
| Participation rate | 99.0% | 84.1%+15.0pp | 86.9%+12.1pp | 60.3%+38.7pp |
| Annual return | 17.46% | 22.22%-4.8pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $4,030 | $4,558-11.6% | $6,419-37.2% | $2,241+79.8% |
| Participant deferral / active EE | $7,418 | $7,213+2.8% | $9,331-20.5% | $3,767+96.9% |
| Admin fee / account holder | $4,630 | $2,405+92.5% | $16,305-71.6% | $2,969+55.9% |