Filed March 13, 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 | $209,353 | $54,705+282.7% | $71,209+194.0% | $84,808+146.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.93% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $12,304 | $2,158+470.2% | $2,721+352.2% | $2,631+367.7% |
| Participant deferral / active EE | $10,050 | $3,030+231.6% | $4,175+140.7% | $4,212+138.6% |
| Admin fee / account holder | $416 | $4,863-91.4% | $5,349-92.2% | $7,344-94.3% |