Filed May 4, 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 | $37,426 | $43,723-14.4% | $121,196-69.1% | $64,186-41.7% |
| Participation rate | 88.5% | 58.3%+30.1pp | 71.7%+16.7pp | 69.6%+18.9pp |
| Annual return | -6.67% | 68.91%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,752 | $1,296+112.3% | $4,022-31.6% | $2,381+15.6% |
| Participant deferral / active EE | $5,382 | $2,280+136.1% | $3,344+60.9% | $3,470+55.1% |
| Admin fee / account holder | $5,151 | $3,501+47.1% | $5,019+2.6% | $4,888+5.4% |