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 | $148,867 | $94,752+57.1% | $112,887+31.9% | $139,434+6.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.40% | 40.88%-26.5pp | 34.10%-19.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,994 | $4,625-35.3% | $4,563-34.4% | $4,751-37.0% |
| Participant deferral / active EE | $7,913 | $6,512+21.5% | $6,513+21.5% | $6,710+17.9% |
| Admin fee / account holder | $13,396 | $8,527+57.1% | $7,047+90.1% | $11,403+17.5% |