Filed June 1, 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 | $152,004 | $109,359+39.0% | $162,163-6.3% | $72,985+108.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.60% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,998 | $3,907+2.3% | $5,614-28.8% | $2,440+63.9% |
| Participant deferral / active EE | $10,590 | $5,481+93.2% | $7,298+45.1% | $3,607+193.6% |
| Admin fee / account holder | $3,564 | $7,972-55.3% | $10,843-67.1% | $5,124-30.5% |