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 7-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 | $87,983 | $57,990+51.7% | $76,284+15.3% | $80,874+8.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.2%+20.8pp | 67.6%+32.4pp |
| Annual return | 11.89% | 15.89%-4.0pp | 13.77%-1.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $14,089 | $3,565+295.3% | $4,585+207.3% | $2,756+411.3% |
| Participant deferral / active EE | $6,418 | $3,814+68.3% | $5,478+17.2% | $4,297+49.4% |
| Admin fee / account holder | $28,123 | $5,668+396.1% | $5,131+448.1% | $6,935+305.5% |