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 | $96,303 | $110,094-12.5% | $151,611-36.5% | $68,494+40.6% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -15.22% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,782 | $4,471-60.1% | $6,166-71.1% | $2,596-31.4% |
| Participant deferral / active EE | $5,046 | $6,527-22.7% | $8,363-39.7% | $4,027+25.3% |
| Admin fee / account holder | $1,597 | $7,719-79.3% | $11,616-86.2% | $5,403-70.4% |