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 | $133,022 | $90,519+47.0% | $93,789+41.8% | $134,475-1.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.80% | -15.72%-1.1pp | -11.33%-5.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,400 | $4,343-44.7% | $4,323-44.5% | $4,740-49.4% |
| Participant deferral / active EE | $6,486 | $5,978+8.5% | $6,094+6.4% | $6,400+1.3% |
| Admin fee / account holder | $4,088 | $9,252-55.8% | $7,195-43.2% | $11,426-64.2% |