Filed April 19, 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 | $66,339 | $171,865-61.4% | $149,718-55.7% | $147,584-55.0% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 14.11% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,785 | $6,275-39.7% | $5,445-30.5% | $4,876-22.4% |
| Participant deferral / active EE | $3,592 | $7,271-50.6% | $6,569-45.3% | $5,439-34.0% |
| Admin fee / account holder | $1,055 | $13,799-92.4% | $11,283-90.7% | $10,885-90.3% |