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 | $201,078 | $137,414+46.3% | $189,513+6.1% | $85,850+134.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.42% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,864 | $4,344-11.1% | $6,162-37.3% | $2,565+50.6% |
| Participant deferral / active EE | $10,594 | $6,260+69.2% | $8,221+28.9% | $3,952+168.1% |
| Admin fee / account holder | $17,710 | $8,630+105.2% | $12,045+47.0% | $6,260+182.9% |