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 | $166,146 | $110,094+50.9% | $151,611+9.6% | $68,494+142.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.40% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,216 | $4,471-5.7% | $6,166-31.6% | $2,596+62.4% |
| Participant deferral / active EE | $10,774 | $6,527+65.1% | $8,363+28.8% | $4,027+167.5% |
| Admin fee / account holder | $8,367 | $7,719+8.4% | $11,616-28.0% | $5,403+54.9% |