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 | $61,833 | $125,758-50.8% | $169,993-63.6% | $75,163-17.7% |
| Participation rate | 84.7% | 83.6%+1.1pp | 87.0%-2.3pp | 67.2%+17.5pp |
| Annual return | 24.47% | 27.20%-2.7pp | 53.37%-28.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $3,149 | $4,615-31.8% | $6,785-53.6% | $2,670+18.0% |
| Participant deferral / active EE | $6,316 | $6,837-7.6% | $10,408-39.3% | $4,125+53.1% |
| Admin fee / account holder | $10,482 | $8,173+28.2% | $12,815-18.2% | $5,651+85.5% |