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 | $156,286 | $123,793+26.2% | $177,821-12.1% | $79,858+95.7% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.7%-3.7pp | 69.6%+14.4pp |
| Annual return | 19.22% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,822 | $4,095-55.5% | $5,918-69.2% | $2,471-26.2% |
| Participant deferral / active EE | $3,948 | $5,956-33.7% | $7,714-48.8% | $3,740+5.6% |
| Admin fee / account holder | $1,878 | $7,243-74.1% | $12,427-84.9% | $5,306-64.6% |