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 | $97,591 | $99,341-1.8% | $84,750+15.2% | $273,961-64.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.64% | 22.93%-14.3pp | 22.78%-14.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,539 | $4,214+31.5% | $3,574+55.0% | $4,869+13.8% |
| Participant deferral / active EE | $11,935 | $4,269+179.5% | $3,712+221.5% | $5,287+125.7% |
| Admin fee / account holder | $4,208 | $6,644-36.7% | $5,332-21.1% | $10,132-58.5% |