Filed January 5, 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 9-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 | $83,237 | $90,590-8.1% | $90,782-8.3% | $135,375-38.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -3.85% | -3.40%-0.5pp | -3.42%-0.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,096 | $4,352-51.8% | $4,105-48.9% | $4,779-56.1% |
| Participant deferral / active EE | $5,663 | $5,407+4.7% | $5,366+5.5% | $5,609+1.0% |
| Admin fee / account holder | $9,074 | $7,683+18.1% | $5,908+53.6% | $10,827-16.2% |