Filed January 11, 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 | $119,036 | $214,378-44.5% | $200,582-40.7% | $142,382-16.4% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 12.27% | 46.41%-34.1pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,217 | $6,841-23.7% | $6,419-18.7% | $4,299+21.3% |
| Participant deferral / active EE | $10,914 | $9,865+10.6% | $9,331+17.0% | $6,507+67.7% |
| Admin fee / account holder | $13,203 | $17,692-25.4% | $16,305-19.0% | $12,624+4.6% |