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 | $74,846 | $112,096-33.2% | $95,952-22.0% | $158,922-52.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.11% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $4,176 | $3,198+30.6% | $2,541+64.3% | $4,761-12.3% |
| Participant deferral / active EE | $5,961 | $4,784+24.6% | $4,167+43.0% | $5,982-0.4% |
| Admin fee / account holder | $21,822 | $10,130+115.4% | $6,795+221.1% | $11,246+94.0% |