Filed February 7, 2017
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 | $134,693 | $107,334+25.5% | $92,893+45.0% | $152,861-11.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.91% | 145.58%-115.7pp | 109.41%-79.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $15,170 | $4,221+259.4% | $3,653+315.3% | $4,762+218.5% |
| Participant deferral / active EE | $10,052 | $4,845+107.5% | $4,236+137.3% | $5,850+71.8% |
| Admin fee / account holder | $22,409 | $7,079+216.5% | $5,794+286.8% | $11,596+93.2% |