Filed April 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 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 | $213,709 | $135,952+57.2% | $123,892+72.5% | $273,961-22.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $9,922 | $5,170+91.9% | $4,617+114.9% | $4,869+103.8% |
| Participant deferral / active EE | $9,284 | $6,343+46.4% | $5,984+55.1% | $5,287+75.6% |
| Admin fee / account holder | $20,897 | $9,817+112.9% | $8,357+150.1% | $10,132+106.2% |