Filed August 16, 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 | $17,485 | $54,762-68.1% | $90,281-80.6% | $72,985-76.0% |
| Participation rate | 72.4% | 65.1%+7.3pp | 73.3%-0.9pp | 69.5%+2.9pp |
| Annual return | 46.97% | 30.63%+16.3pp | 78.10%-31.1pp | 81.00%-34.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,139 | $2,887-25.9% | $3,885-44.9% | $3,607-40.7% |
| Admin fee / account holder | $363 | $3,972-90.9% | $5,351-93.2% | $5,124-92.9% |