Filed February 5, 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 | $76,319 | $138,562-44.9% | $246,525-69.0% | $116,875-34.7% |
| Participation rate | 72.4% | 72.8%-0.4pp | 82.0%-9.6pp | 74.5%-2.2pp |
| Annual return | 15.80% | 16.14%-0.3pp | 0.46%+15.3pp | 16.29%-0.5pp |
| Employer contribution / active EE | $2,918 | $4,835-39.6% | $7,467-60.9% | $3,288-11.2% |
| Participant deferral / active EE | $4,296 | $4,207+2.1% | $5,422-20.8% | $3,885+10.6% |
| Admin fee / account holder | $4,559 | $18,110-74.8% | $16,551-72.5% | $12,263-62.8% |