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 | $44,020 | $92,222-52.3% | $76,768-42.7% | $135,375-67.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.85% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,006 | $3,216-37.6% | $2,485-19.3% | $4,779-58.0% |
| Participant deferral / active EE | $6,194 | $4,509+37.4% | $3,852+60.8% | $5,609+10.4% |
| Admin fee / account holder | $6,360 | $10,748-40.8% | $6,675-4.7% | $10,827-41.3% |