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 | $68,544 | $58,512+17.1% | $84,015-18.4% | $72,985-6.1% |
| Participation rate | 86.8% | 61.2%+25.6pp | 69.0%+17.8pp | 69.5%+17.3pp |
| Annual return | 25.53% | 28.93%-3.4pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,902 | $1,163+149.6% | $1,983+46.3% | $2,440+19.0% |
| Participant deferral / active EE | $6,730 | $2,394+181.1% | $3,239+107.8% | $3,607+86.6% |
| Admin fee / account holder | $1,106 | $4,569-75.8% | $6,101-81.9% | $5,124-78.4% |