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 | $123,613 | $88,751+39.3% | $81,812+51.1% | $145,922-15.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.73% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $9,254 | $3,083+200.1% | $2,912+217.7% | $4,660+98.6% |
| Participant deferral / active EE | $4,434 | $4,643-4.5% | $4,319+2.7% | $6,688-33.7% |
| Admin fee / account holder | $826 | $8,415-90.2% | $7,386-88.8% | $13,397-93.8% |