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 | $25,140 | $73,933-66.0% | $96,683-74.0% | $75,163-66.6% |
| Participation rate | 95.6% | 66.4%+29.2pp | 74.3%+21.2pp | 67.2%+28.4pp |
| Annual return | 15.48% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,432 | $2,928-16.9% | $3,737-34.9% | $2,670-8.9% |
| Participant deferral / active EE | $5,217 | $3,659+42.6% | $4,878+7.0% | $4,125+26.5% |
| Admin fee / account holder | $1,930 | $5,216-63.0% | $6,730-71.3% | $5,651-65.8% |