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 | $115,027 | $183,963-37.5% | $162,163-29.1% | $152,861-24.8% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.4%+4.5pp |
| Annual return | 24.05% | 150.76%-126.7pp | 115.59%-91.5pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,726 | $6,371-72.9% | $5,614-69.3% | $4,762-63.8% |
| Participant deferral / active EE | $4,217 | $8,034-47.5% | $7,298-42.2% | $5,850-27.9% |
| Admin fee / account holder | $1,229 | $13,121-90.6% | $10,843-88.7% | $11,596-89.4% |