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 | $71,691 | $160,055-55.2% | $140,016-48.8% | $135,375-47.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.46% | 911.38%-916.8pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,590 | $6,420-12.9% | $5,606-0.3% | $4,779+17.0% |
| Participant deferral / active EE | $5,546 | $7,642-27.4% | $6,927-19.9% | $5,609-1.1% |
| Admin fee / account holder | $864 | $13,328-93.5% | $10,705-91.9% | $10,827-92.0% |