Filed May 10, 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 | $93,753 | $100,041-6.3% | $149,718-37.4% | $70,131+33.7% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 57.37% | 27.43%+29.9pp | 1501.63%-1444.3pp | 73.14%-15.8pp |
| Employer contribution / active EE | $1,397 | $3,662-61.9% | $5,445-74.3% | $2,342-40.4% |
| Participant deferral / active EE | $3,569 | $4,983-28.4% | $6,569-45.7% | $3,332+7.1% |
| Admin fee / account holder | $578 | $8,286-93.0% | $11,283-94.9% | $4,645-87.5% |