Filed October 1, 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 8-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 | $117,737 | $138,044-14.7% | $125,339-6.1% | $134,475-12.4% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | 9.11% | 750.33%-741.2pp | 572.05%-562.9pp | 417.96%-408.9pp |
| Employer contribution / active EE | $17,301 | $5,243+230.0% | $4,814+259.4% | $4,740+265.0% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,464 | $11,571-52.8% | $10,010-45.4% | $11,426-52.2% |