Filed March 3, 2018
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $99,715 | $85,515+16.6% | $112,040-11.0% | $67,986+46.7% |
| Participation rate | 90.7% | 68.2%+22.4pp | 76.5%+14.2pp | 57.2%+33.4pp |
| Annual return | 16.76% | 29.68%-12.9pp | 24.52%-7.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $4,404 | $2,191+101.0% | $2,954+49.1% | $2,019+118.1% |
| Participant deferral / active EE | $4,617 | $4,014+15.0% | $5,098-9.4% | $3,358+37.5% |
| Admin fee / account holder | $6,511 | $3,774+72.5% | $12,098-46.2% | $3,203+103.3% |