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 | $165,984+38.2% | $164,813+39.2% | $145,922+57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,534 | $5,273-14.0% | $4,341+4.5% | $4,660-2.7% |
| Participant deferral / active EE | $11,304 | $6,959+62.4% | $6,031+87.4% | $6,688+69.0% |
| Admin fee / account holder | $7,629 | $16,648-54.2% | $12,690-39.9% | $13,397-43.1% |