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 | $60,495 | $103,376-41.5% | $87,100-30.5% | $152,861-60.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.71% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,656 | $3,220-17.5% | $2,521+5.3% | $4,762-44.2% |
| Participant deferral / active EE | $6,589 | $4,778+37.9% | $4,049+62.7% | $5,850+12.6% |
| Admin fee / account holder | $1,541 | $12,205-87.4% | $7,497-79.5% | $11,596-86.7% |