Filed September 20, 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 | $78,843 | $58,828+34.0% | $77,999+1.1% | $62,891+25.4% |
| Participation rate | 93.3% | 71.1%+22.3pp | 75.5%+17.8pp | 69.3%+24.0pp |
| Annual return | 5.94% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $7,105 | $1,672+325.1% | $2,470+187.7% | $2,281+211.5% |
| Participant deferral / active EE | $2,969 | $2,686+10.5% | $3,497-15.1% | $3,203-7.3% |
| Admin fee / account holder | $35,860 | $4,393+716.3% | $5,480+554.3% | $4,296+734.8% |