Filed November 29, 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 | $136,260 | $109,881+24.0% | $150,045-9.2% | $84,808+60.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,514 | $3,561-29.4% | $4,693-46.4% | $2,631-4.5% |
| Participant deferral / active EE | $6,153 | $6,636-7.3% | $7,997-23.1% | $4,212+46.1% |
| Admin fee / account holder | $2,980 | $8,568-65.2% | $13,435-77.8% | $7,344-59.4% |