Filed May 24, 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 | $138,620 | $107,452+29.0% | $91,541+51.4% | $142,382-2.6% |
| Participation rate | 81.8% | 75.1%+6.7pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 12.83% | 22.06%-9.2pp | 20.50%-7.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,611 | $4,754+81.1% | $4,008+114.9% | $6,507+32.3% |
| Admin fee / account holder | $48,386 | $8,834+447.7% | $6,956+595.6% | $12,624+283.3% |