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 | $16,555 | $54,350-69.5% | $82,719-80.0% | $68,494-75.8% |
| Participation rate | 86.4% | 63.9%+22.5pp | 72.6%+13.9pp | 67.9%+18.6pp |
| Annual return | -18.02% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,151 | $3,246-33.7% | $4,395-51.1% | $4,027-46.6% |
| Admin fee / account holder | $1,532 | $4,395-65.1% | $5,329-71.2% | $5,403-71.6% |