Filed October 22, 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 | $84,830 | $48,274+75.7% | $63,517+33.6% | $59,632+42.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.05% | -240.79%+240.8pp | -70.30%+70.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $9,485 | $1,586+497.9% | $2,322+308.5% | $2,203+330.6% |
| Participant deferral / active EE | $4,997 | $2,343+113.3% | $2,953+69.2% | $3,192+56.6% |
| Admin fee / account holder | $2,634 | $3,600-26.8% | $5,892-55.3% | $4,297-38.7% |