Filed April 4, 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 | $217,663 | $109,413+98.9% | $156,263+39.3% | $84,808+156.7% |
| Participation rate | 98.1% | 72.7%+25.4pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 16.59% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,172 | $2,907+77.9% | $4,333+19.4% | $2,631+96.6% |
| Participant deferral / active EE | $8,182 | $4,590+78.3% | $6,158+32.9% | $4,212+94.3% |
| Admin fee / account holder | $1,776 | $9,357-81.0% | $14,255-87.5% | $7,344-75.8% |