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 | $147,476 | $114,237+29.1% | $119,258+23.7% | $167,490-11.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.94% | 29.87%-16.9pp | 30.69%-17.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,738 | $4,481-38.9% | $4,384-37.5% | $4,837-43.4% |
| Participant deferral / active EE | $8,064 | $6,084+32.5% | $6,111+32.0% | $6,341+27.2% |
| Admin fee / account holder | $6,511 | $8,932-27.1% | $7,226-9.9% | $12,309-47.1% |