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 | $200,444 | $106,515+88.2% | $96,683+107.3% | $139,434+43.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.18% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $10,577 | $4,103+157.8% | $3,737+183.0% | $4,751+122.6% |
| Participant deferral / active EE | $14,121 | $5,454+158.9% | $4,878+189.5% | $6,710+110.4% |
| Admin fee / account holder | $7,563 | $7,877-4.0% | $6,730+12.4% | $11,403-33.7% |