Filed September 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 | $78,123 | $122,239-36.1% | $184,203-57.6% | $74,495+4.9% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 21.07% | 19.95%+1.1pp | 28.81%-7.7pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $3,609 | $4,537-20.5% | $6,427-43.8% | $2,623+37.6% |
| Participant deferral / active EE | $7,318 | $7,139+2.5% | $9,131-19.9% | $4,346+68.4% |
| Admin fee / account holder | $4,042 | $1,260+220.9% | $13,901-70.9% | $1,942+108.2% |