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 | $126,079 | $110,094+14.5% | $151,611-16.8% | $68,494+84.1% |
| Participation rate | 97.8% | 84.0%+13.9pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -4.18% | -10.12%+5.9pp | 3.33%-7.5pp | -7.84%+3.7pp |
| Employer contribution / active EE | $5,571 | $4,471+24.6% | $6,166-9.6% | $2,596+114.6% |
| Participant deferral / active EE | $6,682 | $6,527+2.4% | $8,363-20.1% | $4,027+65.9% |
| Admin fee / account holder | $2,425 | $7,719-68.6% | $11,616-79.1% | $5,403-55.1% |