Filed March 26, 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 | $49,989 | $110,094-54.6% | $151,611-67.0% | $68,494-27.0% |
| Participation rate | 83.2% | 84.0%-0.8pp | 87.5%-4.3pp | 67.9%+15.3pp |
| Annual return | -14.12% | -10.12%-4.0pp | 3.33%-17.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,935 | $4,471-34.4% | $6,166-52.4% | $2,596+13.0% |
| Participant deferral / active EE | $6,131 | $6,527-6.1% | $8,363-26.7% | $4,027+52.2% |
| Admin fee / account holder | $2,757 | $7,719-64.3% | $11,616-76.3% | $5,403-49.0% |