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 | $51,638+305.4% | $68,368+206.2% | $82,448+153.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.93% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $12,304 | $2,047+501.2% | $2,649+364.5% | $2,551+382.3% |
| Participant deferral / active EE | $10,050 | $2,914+245.0% | $4,123+143.8% | $4,139+142.8% |
| Admin fee / account holder | $416 | $4,643-91.0% | $5,150-91.9% | $7,234-94.3% |