Filed July 12, 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 6-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 | $96,322 | $100,041-3.7% | $149,718-35.7% | $70,131+37.3% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.1%-9.9pp | 69.5%+7.6pp |
| Annual return | 17.26% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,080 | $3,662-43.2% | $5,445-61.8% | $2,342-11.2% |
| Participant deferral / active EE | $2,928 | $4,983-41.2% | $6,569-55.4% | $3,332-12.1% |
| Admin fee / account holder | $2,298 | $8,286-72.3% | $11,283-79.6% | $4,645-50.5% |