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 | $31,550 | $165,984-81.0% | $164,813-80.9% | $145,922-78.4% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 12.31% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,635 | $5,273-69.0% | $4,341-62.3% | $4,660-64.9% |
| Participant deferral / active EE | $2,065 | $6,959-70.3% | $6,031-65.8% | $6,688-69.1% |
| Admin fee / account holder | $1,539 | $16,648-90.8% | $12,690-87.9% | $13,397-88.5% |