Filed August 29, 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 | $88,338 | $160,055-44.8% | $140,016-36.9% | $135,375-34.7% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -3.32% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,269 | $6,420-64.7% | $5,606-59.5% | $4,779-52.5% |
| Participant deferral / active EE | $4,979 | $7,642-34.8% | $6,927-28.1% | $5,609-11.2% |
| Admin fee / account holder | $3,932 | $13,328-70.5% | $10,705-63.3% | $10,827-63.7% |