Filed May 10, 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 | $143,665 | $48,076+198.8% | $78,689+82.6% | $62,891+128.4% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.6%+15.3pp | 69.3%+19.6pp |
| Annual return | 8.32% | 31.35%-23.0pp | 62.18%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $12,096 | $2,015+500.4% | $2,851+324.3% | $2,281+430.3% |
| Participant deferral / active EE | $7,205 | $2,588+178.4% | $3,517+104.9% | $3,203+124.9% |
| Admin fee / account holder | $1,724 | $3,207-46.2% | $4,510-61.8% | $4,296-59.9% |