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 | $50,634 | $42,894+18.0% | $60,874-16.8% | $68,494-26.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.92% | -13.98%+3.1pp | 16.90%-27.8pp | -7.84%-3.1pp |
| Employer contribution / active EE | $4,963 | $1,978+150.9% | $2,701+83.7% | $2,596+91.2% |
| Participant deferral / active EE | $4,449 | $2,867+55.2% | $3,817+16.6% | $4,027+10.5% |
| Admin fee / account holder | $456 | $3,101-85.3% | $3,224-85.9% | $5,403-91.6% |