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 | $102,042 | $96,635+5.6% | $86,612+17.8% | $139,434-26.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.86% | 106.41%-85.6pp | 591.07%-570.2pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,598 | $3,263-20.4% | $3,022-14.1% | $4,751-45.3% |
| Participant deferral / active EE | $4,911 | $4,836+1.6% | $4,438+10.7% | $6,710-26.8% |
| Admin fee / account holder | $936 | $6,408-85.4% | $5,614-83.3% | $11,403-91.8% |