Filed September 18, 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 | $75,275 | $100,852-25.4% | $90,404-16.7% | $158,922-52.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.84% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $6,600 | $3,689+78.9% | $3,262+102.3% | $4,761+38.6% |
| Participant deferral / active EE | $4,164 | $4,348-4.2% | $3,963+5.1% | $5,982-30.4% |
| Admin fee / account holder | $2,698 | $6,501-58.5% | $5,611-51.9% | $11,246-76.0% |