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 8-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 | $36,862 | $98,240-62.5% | $82,313-55.2% | $147,584-75.0% |
| Participation rate | 82.6% | 79.7%+2.9pp | 76.9%+5.7pp | 82.8%-0.2pp |
| Annual return | 15.94% | 30.85%-14.9pp | 25.88%-9.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $664 | $3,192-79.2% | $2,428-72.6% | $4,876-86.4% |
| Participant deferral / active EE | $1,438 | $4,383-67.2% | $3,706-61.2% | $5,439-73.6% |
| Admin fee / account holder | $622 | $8,563-92.7% | $5,608-88.9% | $10,885-94.3% |