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 | $87,763 | $92,703-5.3% | $82,719+6.1% | $134,475-34.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.45% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $9,120 | $3,274+178.6% | $3,009+203.1% | $4,740+92.4% |
| Participant deferral / active EE | $5,440 | $4,802+13.3% | $4,395+23.8% | $6,400-15.0% |
| Admin fee / account holder | $1,439 | $5,983-75.9% | $5,329-73.0% | $11,426-87.4% |