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 | $108,804 | $69,977+55.5% | $108,579+0.2% | $62,891+73.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.39% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,382 | $2,135+58.4% | $3,758-10.0% | $2,281+48.3% |
| Participant deferral / active EE | $5,504 | $3,165+73.9% | $4,311+27.7% | $3,203+71.9% |
| Admin fee / account holder | $5,743 | $5,076+13.1% | $7,645-24.9% | $4,296+33.7% |