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 | $94,000 | $183,963-48.9% | $162,163-42.0% | $152,861-38.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.64% | 150.76%-131.1pp | 115.59%-96.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $7,605 | $6,371+19.4% | $5,614+35.5% | $4,762+59.7% |
| Participant deferral / active EE | $9,958 | $8,034+23.9% | $7,298+36.4% | $5,850+70.2% |
| Admin fee / account holder | $3,762 | $13,121-71.3% | $10,843-65.3% | $11,596-67.6% |