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 | $76,393 | $60,349+26.6% | $74,183+3.0% | $62,891+21.5% |
| Participation rate | 96.2% | 72.7%+23.5pp | 76.6%+19.6pp | 69.3%+26.9pp |
| Annual return | 9.43% | 21.37%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,855 | $1,680+10.4% | $2,370-21.7% | $2,281-18.7% |
| Participant deferral / active EE | $4,762 | $2,856+66.7% | $3,550+34.1% | $3,203+48.7% |
| Admin fee / account holder | $2,665 | $4,261-37.5% | $5,586-52.3% | $4,296-38.0% |