Filed February 5, 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 | $168,037 | $111,535+50.7% | $105,223+59.7% | $137,256+22.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 16.51% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $11,126 | $3,939+182.4% | $3,689+201.6% | $4,156+167.7% |
| Participant deferral / active EE | $12,478 | $5,500+126.9% | $5,072+146.0% | $6,407+94.8% |
| Admin fee / account holder | $130,888 | $9,721+1246.4% | $8,859+1377.5% | $12,270+966.7% |