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 | $182,397 | $53,018+244.0% | $70,014+160.5% | $62,891+190.0% |
| Participation rate | 89.6% | 67.2%+22.4pp | 71.8%+17.8pp | 69.3%+20.3pp |
| Annual return | 8.64% | 13.35%-4.7pp | 12.99%-4.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $4,167 | $1,799+131.6% | $2,338+78.2% | $2,281+82.7% |
| Participant deferral / active EE | $2,746 | $2,395+14.7% | $2,931-6.3% | $3,203-14.3% |
| Admin fee / account holder | $2,270 | $3,690-38.5% | $4,380-48.2% | $4,296-47.2% |