Filed July 6, 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 | $137,713 | $109,881+25.3% | $150,045-8.2% | $84,808+62.4% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 17.45% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $13,078 | $3,561+267.2% | $4,693+178.7% | $2,631+397.1% |
| Participant deferral / active EE | $13,217 | $6,636+99.2% | $7,997+65.3% | $4,212+213.8% |
| Admin fee / account holder | $24,260 | $8,568+183.1% | $13,435+80.6% | $7,344+230.4% |