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 | $209,336-43.1% | $197,124-39.6% | $137,256-13.3% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 12.27% | 48.09%-35.8pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,217 | $6,591-20.8% | $6,227-16.2% | $4,156+25.5% |
| Participant deferral / active EE | $10,914 | $9,614+13.5% | $9,135+19.5% | $6,407+70.4% |
| Admin fee / account holder | $13,203 | $17,308-23.7% | $16,298-19.0% | $12,270+7.6% |