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 | $28,267 | $150,440-81.2% | $136,294-79.3% | $147,584-80.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.35% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,997 | $5,256-43.0% | $4,695-36.2% | $4,876-38.5% |
| Participant deferral / active EE | $2,340 | $6,630-64.7% | $6,247-62.5% | $5,439-57.0% |
| Admin fee / account holder | $393 | $10,905-96.4% | $9,243-95.7% | $10,885-96.4% |