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 | $205,555 | $125,758+63.5% | $169,993+20.9% | $75,163+173.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.82% | 27.20%-5.4pp | 53.37%-31.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,449 | $4,615-3.6% | $6,785-34.4% | $2,670+66.6% |
| Participant deferral / active EE | $11,900 | $6,837+74.0% | $10,408+14.3% | $4,125+188.5% |
| Admin fee / account holder | $8,002 | $8,173-2.1% | $12,815-37.6% | $5,651+41.6% |