Filed September 7, 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 | $63,824 | $49,177+29.8% | $79,464-19.7% | $64,186-0.6% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.6%+17.5pp |
| Annual return | -5.11% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,226 | $2,076+7.2% | $2,800-20.5% | $2,381-6.5% |
| Participant deferral / active EE | $5,929 | $2,821+110.2% | $3,704+60.1% | $3,470+70.9% |
| Admin fee / account holder | $3,193 | $3,839-16.8% | $5,113-37.6% | $4,888-34.7% |