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 | $153,633 | $53,127+189.2% | $86,590+77.4% | $70,131+119.1% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 17.32% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $11,952 | $2,068+477.9% | $2,839+320.9% | $2,342+410.2% |
| Participant deferral / active EE | $6,303 | $2,696+133.8% | $3,609+74.7% | $3,332+89.2% |
| Admin fee / account holder | $5,976 | $3,585+66.7% | $4,906+21.8% | $4,645+28.7% |