Filed March 30, 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 | $50,608 | $100,852-49.8% | $90,404-44.0% | $158,922-68.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.16% | 1724.20%-1711.0pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,202 | $3,689-40.3% | $3,262-32.5% | $4,761-53.7% |
| Participant deferral / active EE | $4,244 | $4,348-2.4% | $3,963+7.1% | $5,982-29.1% |
| Admin fee / account holder | $13,643 | $6,501+109.9% | $5,611+143.1% | $11,246+21.3% |