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 | $89,574 | $105,998-15.5% | $92,233-2.9% | $147,584-39.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.50% | 50.05%-35.5pp | 176.28%-161.8pp | 578.55%-564.0pp |
| Employer contribution / active EE | $4,598 | $4,333+6.1% | $3,679+25.0% | $4,876-5.7% |
| Participant deferral / active EE | $9,740 | $4,478+117.5% | $3,897+150.0% | $5,439+79.1% |
| Admin fee / account holder | $3,428 | $6,332-45.9% | $5,194-34.0% | $10,885-68.5% |