Filed September 10, 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 | $49,039 | $57,016-14.0% | $84,966-42.3% | $80,856-39.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.73% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,410 | $1,798+89.7% | $2,727+25.0% | $2,755+23.8% |
| Participant deferral / active EE | $6,469 | $3,110+108.0% | $4,519+43.1% | $4,296+50.6% |
| Admin fee / account holder | $2,168 | $4,980-56.5% | $6,149-64.7% | $6,918-68.7% |