Filed November 27, 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 | $128,465 | $109,413+17.4% | $156,263-17.8% | $84,808+51.5% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 16.25% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,932 | $2,907-33.5% | $4,333-55.4% | $2,631-26.6% |
| Participant deferral / active EE | $8,285 | $4,590+80.5% | $6,158+34.5% | $4,212+96.7% |
| Admin fee / account holder | $11,978 | $9,357+28.0% | $14,255-16.0% | $7,344+63.1% |