Filed January 25, 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 | $118,955 | $72,404+64.3% | $110,238+7.9% | $64,186+85.3% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.3pp |
| Annual return | 14.39% | -6.29%+20.7pp | 314.74%-300.3pp | 7.63%+6.8pp |
| Employer contribution / active EE | $8,848 | $2,282+287.8% | $3,826+131.2% | $2,381+271.6% |
| Participant deferral / active EE | $10,171 | $3,469+193.2% | $4,672+117.7% | $3,470+193.2% |
| Admin fee / account holder | $12,337 | $5,664+117.8% | $8,547+44.3% | $4,888+152.4% |