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 | $81,863 | $67,606+21.1% | $82,313-0.5% | $70,131+16.7% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.9%+18.7pp | 69.5%+26.0pp |
| Annual return | 17.33% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,921 | $1,755+9.5% | $2,428-20.9% | $2,342-18.0% |
| Participant deferral / active EE | $4,978 | $2,987+66.7% | $3,706+34.3% | $3,332+49.4% |
| Admin fee / account holder | $2,990 | $4,512-33.7% | $5,608-46.7% | $4,645-35.6% |