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 | $118,455 | $111,301+6.4% | $112,977+4.8% | $158,922-25.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.85% | 26.40%-11.6pp | 24.24%-9.4pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,600 | $4,471-41.8% | $4,255-38.9% | $4,761-45.4% |
| Participant deferral / active EE | $7,034 | $5,880+19.6% | $5,836+20.5% | $5,982+17.6% |
| Admin fee / account holder | $612 | $8,392-92.7% | $6,294-90.3% | $11,246-94.6% |