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 | $74,926 | $59,805+25.3% | $79,550-5.8% | $68,494+9.4% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -18.06% | -12.30%-5.8pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,986 | $1,505+98.4% | $2,413+23.7% | $2,596+15.0% |
| Participant deferral / active EE | $6,921 | $3,024+128.8% | $3,985+73.7% | $4,027+71.9% |
| Admin fee / account holder | $5,081 | $4,835+5.1% | $6,832-25.6% | $5,403-6.0% |