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 | $152,153 | $59,584+155.4% | $86,874+75.1% | $79,386+91.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 14.66% | 23.15%-8.5pp | 63.52%-48.9pp | 116.85%-102.2pp |
| Employer contribution / active EE | $5,752 | $1,768+225.4% | $2,495+130.5% | $2,427+136.9% |
| Participant deferral / active EE | $6,306 | $3,036+107.7% | $3,699+70.5% | $4,046+55.9% |
| Admin fee / account holder | $27,587 | $604+4465.8% | $5,828+373.3% | $626+4303.7% |