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 | $124,862 | $185,822-32.8% | $169,993-26.5% | $139,434-10.5% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 16.71% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,723 | $7,590-77.3% | $6,785-74.6% | $4,751-63.7% |
| Participant deferral / active EE | $5,915 | $11,622-49.1% | $10,408-43.2% | $6,710-11.9% |
| Admin fee / account holder | $2,180 | $15,381-85.8% | $12,815-83.0% | $11,403-80.9% |