Filed January 15, 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 | $229,384 | $166,020+38.2% | $164,866+39.1% | $145,959+57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 100.08%-87.5pp | 69.97%-57.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $4,534 | $5,275-14.0% | $4,343+4.4% | $4,661-2.7% |
| Participant deferral / active EE | $11,304 | $6,961+62.4% | $6,033+87.4% | $6,689+69.0% |
| Admin fee / account holder | $7,629 | $16,644-54.2% | $12,689-39.9% | $13,398-43.1% |