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 | $82,195 | $60,124+36.7% | $90,404-9.1% | $79,858+2.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.48% | 71.94%-54.5pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,826 | $2,068+36.7% | $3,262-13.4% | $2,471+14.4% |
| Participant deferral / active EE | $6,667 | $2,938+126.9% | $3,963+68.2% | $3,740+78.3% |
| Admin fee / account holder | $2,127 | $3,976-46.5% | $5,611-62.1% | $5,306-59.9% |