Filed June 21, 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 | $79,959 | $57,828+38.3% | $117,039-31.7% | $70,131+14.0% |
| Participation rate | 98.8% | 67.1%+31.7pp | 77.2%+21.6pp | 69.5%+29.2pp |
| Annual return | 16.77% | 17.55%-0.8pp | 18.95%-2.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,091 | $1,816+15.1% | $3,785-44.8% | $2,342-10.7% |
| Participant deferral / active EE | $3,586 | $2,438+47.1% | $3,929-8.8% | $3,332+7.6% |
| Admin fee / account holder | $11,538 | $3,548+225.2% | $5,974+93.1% | $4,645+148.4% |