Filed April 4, 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 10-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 | $103,183 | $167,484-38.4% | $151,611-31.9% | $134,475-23.3% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -16.35% | 7.80%-24.1pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,696 | $6,829-75.2% | $6,166-72.5% | $4,740-64.2% |
| Participant deferral / active EE | $3,911 | $8,986-56.5% | $8,363-53.2% | $6,400-38.9% |
| Admin fee / account holder | $13,495 | $13,783-2.1% | $11,616+16.2% | $11,426+18.1% |