Filed September 12, 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 | $82,789 | $127,065-34.8% | $113,168-26.8% | $142,382-41.9% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 16.14% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,125 | $3,442+19.8% | $2,975+38.6% | $4,299-4.1% |
| Participant deferral / active EE | $4,991 | $5,716-12.7% | $5,107-2.3% | $6,507-23.3% |
| Admin fee / account holder | $11,824 | $15,736-24.9% | $12,068-2.0% | $12,624-6.3% |