Filed July 12, 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 | $153,260 | $86,286+77.6% | $111,297+37.7% | $85,850+78.5% |
| Participation rate | 73.9% | 73.3%+0.6pp | 77.3%-3.4pp | 69.3%+4.6pp |
| Annual return | 14.54% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,261 | $2,043-38.3% | $2,731-53.8% | $2,565-50.8% |
| Participant deferral / active EE | $3,587 | $3,641-1.5% | $4,487-20.1% | $3,952-9.2% |
| Admin fee / account holder | $41,160 | $8,188+402.7% | $7,964+416.8% | $6,260+557.5% |