Filed October 25, 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 | $107,683 | $89,355+20.5% | $141,162-23.7% | $72,985+47.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.06% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $4,199 | $3,114+34.8% | $4,735-11.3% | $2,440+72.1% |
| Participant deferral / active EE | $8,574 | $5,418+58.2% | $6,709+27.8% | $3,607+137.7% |
| Admin fee / account holder | $1,666 | $5,958-72.0% | $10,261-83.8% | $5,124-67.5% |