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 | $164,425 | $137,414+19.7% | $189,513-13.2% | $85,850+91.5% |
| Participation rate | 95.2% | 84.6%+10.6pp | 87.8%+7.4pp | 69.3%+25.9pp |
| Annual return | 11.96% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,765 | $4,344-13.3% | $6,162-38.9% | $2,565+46.8% |
| Participant deferral / active EE | $5,876 | $6,260-6.1% | $8,221-28.5% | $3,952+48.7% |
| Admin fee / account holder | $3,515 | $8,630-59.3% | $12,045-70.8% | $6,260-43.8% |