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 | $158,898 | $78,705+101.9% | $117,854+34.8% | $70,131+126.6% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 18.81% | 23.30%-4.5pp | 335.08%-316.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,689 | $2,223+20.9% | $3,786-29.0% | $2,342+14.8% |
| Participant deferral / active EE | $6,812 | $3,297+106.6% | $4,482+52.0% | $3,332+104.5% |
| Admin fee / account holder | $522 | $5,065-89.7% | $8,020-93.5% | $4,645-88.8% |