Filed June 21, 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 | $42,619 | $125,758-66.1% | $169,993-74.9% | $75,163-43.3% |
| Participation rate | 94.2% | 83.6%+10.6pp | 87.0%+7.2pp | 67.2%+27.0pp |
| Annual return | 22.27% | 27.20%-4.9pp | 53.37%-31.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,064 | $4,615-33.6% | $6,785-54.8% | $2,670+14.8% |
| Participant deferral / active EE | $6,487 | $6,837-5.1% | $10,408-37.7% | $4,125+57.2% |
| Admin fee / account holder | $2,530 | $8,173-69.0% | $12,815-80.3% | $5,651-55.2% |