Filed June 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 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 | $46,181 | $135,635-66.0% | $110,238-58.1% | $135,375-65.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.84% | 513.19%-516.0pp | 314.74%-317.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,029 | $4,906-58.6% | $3,826-47.0% | $4,779-57.5% |
| Participant deferral / active EE | $1,908 | $5,506-65.3% | $4,672-59.2% | $5,609-66.0% |
| Admin fee / account holder | $14,820 | $11,457+29.4% | $8,547+73.4% | $10,827+36.9% |