Filed November 2, 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 | $87,505 | $69,362+26.2% | $101,248-13.6% | $73,488+19.1% |
| Participation rate | 82.7% | 68.4%+14.3pp | 75.8%+6.9pp | 70.7%+12.0pp |
| Annual return | 15.48% | 18.46%-3.0pp | 46.47%-31.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $10,408 | $2,628+296.0% | $3,660+184.4% | $2,270+358.5% |
| Participant deferral / active EE | $1,572 | $3,300-52.4% | $4,370-64.0% | $3,740-58.0% |
| Admin fee / account holder | $5,628 | $704+700.0% | $5,945-5.3% | $513+997.0% |