Filed April 27, 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 | $118,145 | $82,664+42.9% | $125,339-5.7% | $68,494+72.5% |
| Participation rate | 89.0% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -18.02% | -5.97%-12.0pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,659 | $3,381+8.2% | $4,814-24.0% | $2,596+40.9% |
| Participant deferral / active EE | $10,101 | $6,110+65.3% | $7,446+35.7% | $4,027+150.8% |
| Admin fee / account holder | $10,319 | $6,275+64.4% | $10,010+3.1% | $5,403+91.0% |