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 | $163,031 | $99,020+64.6% | $86,590+88.3% | $147,584+10.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $9,699 | $3,132+209.7% | $2,839+241.6% | $4,876+98.9% |
| Participant deferral / active EE | $8,831 | $3,972+122.3% | $3,609+144.7% | $5,439+62.4% |
| Admin fee / account holder | $11,612 | $5,710+103.4% | $4,906+136.7% | $10,885+6.7% |