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 | $36,078 | $43,327-16.7% | $59,878-39.7% | $64,186-43.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.61% | -1.55%+13.2pp | 3.46%+8.1pp | 7.63%+4.0pp |
| Employer contribution / active EE | $3,422 | $2,028+68.7% | $2,722+25.7% | $2,381+43.7% |
| Participant deferral / active EE | $5,229 | $2,546+105.4% | $3,402+53.7% | $3,470+50.7% |
| Admin fee / account holder | $2,553 | $3,005-15.0% | $3,590-28.9% | $4,888-47.8% |