Filed January 19, 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 | $244,491 | $108,825+124.7% | $156,181+56.5% | $82,448+196.5% |
| Participation rate | 95.2% | 72.4%+22.9pp | 78.8%+16.4pp | 68.1%+27.2pp |
| Annual return | 15.40% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,715 | $2,870+29.5% | $4,294-13.5% | $2,551+45.6% |
| Participant deferral / active EE | $10,072 | $4,577+120.1% | $6,132+64.3% | $4,139+143.3% |
| Admin fee / account holder | $15,403 | $9,341+64.9% | $14,586+5.6% | $7,234+112.9% |