Filed January 4, 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 | $154,907 | $110,094+40.7% | $151,611+2.2% | $68,494+126.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -12.72% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.9pp |
| Employer contribution / active EE | $5,333 | $4,471+19.3% | $6,166-13.5% | $2,596+105.4% |
| Participant deferral / active EE | $4,157 | $6,527-36.3% | $8,363-50.3% | $4,027+3.2% |
| Admin fee / account holder | $3,067 | $7,719-60.3% | $11,616-73.6% | $5,403-43.2% |