Filed May 17, 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 | $54,840 | $50,958+7.6% | $74,550-26.4% | $64,186-14.6% |
| Participation rate | 80.4% | 61.1%+19.3pp | 69.1%+11.2pp | 69.6%+10.8pp |
| Annual return | -6.32% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,669 | $1,115+139.3% | $1,961+36.1% | $2,381+12.1% |
| Participant deferral / active EE | $5,681 | $2,301+146.9% | $3,108+82.8% | $3,470+63.7% |
| Admin fee / account holder | $3,838 | $4,223-9.1% | $5,060-24.1% | $4,888-21.5% |