Filed November 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 | $82,697 | $48,570+70.3% | $130,648-36.7% | $72,985+13.3% |
| Participation rate | 86.3% | 58.6%+27.7pp | 71.7%+14.5pp | 69.5%+16.8pp |
| Annual return | 27.13% | 38.63%-11.5pp | 1708.96%-1681.8pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,273 | $1,334+70.3% | $4,092-44.5% | $2,440-6.9% |
| Participant deferral / active EE | $4,543 | $2,384+90.6% | $3,603+26.1% | $3,607+25.9% |
| Admin fee / account holder | $8,772 | $3,549+147.2% | $5,464+60.5% | $5,124+71.2% |