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 | $186,016 | $123,793+50.3% | $177,821+4.6% | $79,858+132.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.83% | 22.82%-3.0pp | 48.32%-28.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,853 | $4,095-5.9% | $5,918-34.9% | $2,471+55.9% |
| Participant deferral / active EE | $10,239 | $5,956+71.9% | $7,714+32.7% | $3,740+173.8% |
| Admin fee / account holder | $6,094 | $7,243-15.9% | $12,427-51.0% | $5,306+14.8% |