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 | $41,525 | $71,883-42.2% | $86,677-52.1% | $68,494-39.4% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | 52.33% | 3.52%+48.8pp | 35.91%+16.4pp | -7.84%+60.2pp |
| Employer contribution / active EE | $1,623 | $2,173-25.3% | $2,836-42.8% | $2,596-37.5% |
| Participant deferral / active EE | $2,199 | $3,779-41.8% | $4,656-52.8% | $4,027-45.4% |
| Admin fee / account holder | $1,769 | $6,112-71.1% | $7,493-76.4% | $5,403-67.3% |