Filed March 3, 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 | $99,715 | $87,870+13.5% | $113,168-11.9% | $74,304+34.2% |
| Participation rate | 90.7% | 70.7%+19.9pp | 76.6%+14.1pp | 60.3%+30.3pp |
| Annual return | 16.76% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,404 | $2,277+93.4% | $2,975+48.0% | $2,241+96.5% |
| Participant deferral / active EE | $4,617 | $4,241+8.9% | $5,107-9.6% | $3,767+22.6% |
| Admin fee / account holder | $6,511 | $3,368+93.3% | $12,068-46.0% | $2,969+119.3% |