Filed December 4, 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 8-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 | $118,201 | $61,280+92.9% | $69,780+69.4% | $84,808+39.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 17.96% | 12.93%+5.0pp | 26.31%-8.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $16,192 | $3,577+352.7% | $4,168+288.5% | $2,631+515.4% |
| Participant deferral / active EE | $8,111 | $3,756+116.0% | $6,164+31.6% | $4,212+92.6% |
| Admin fee / account holder | $4,316 | $6,026-28.4% | $7,285-40.8% | $7,344-41.2% |