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 | $172,993 | $133,958+29.1% | $112,228+54.1% | $134,475+28.6% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -14.56% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $11,262 | $4,038+178.9% | $3,635+209.9% | $4,740+137.6% |
| Participant deferral / active EE | $11,174 | $5,291+111.2% | $4,728+136.3% | $6,400+74.6% |
| Admin fee / account holder | $5,752 | $7,489-23.2% | $6,410-10.3% | $11,426-49.7% |