Filed December 31, 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 | $19,190 | $64,707-70.3% | $112,228-82.9% | $68,494-72.0% |
| Participation rate | 91.0% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.2pp |
| Annual return | -16.35% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,142 | $2,746-22.0% | $3,635-41.1% | $2,596-17.5% |
| Participant deferral / active EE | $4,801 | $3,565+34.7% | $4,728+1.5% | $4,027+19.2% |
| Admin fee / account holder | $1,879 | $5,232-64.1% | $6,410-70.7% | $5,403-65.2% |