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 | $103,626 | $58,694+76.6% | $142,863-27.5% | $85,850+20.7% |
| Participation rate | 86.1% | 58.5%+27.6pp | 71.9%+14.1pp | 69.3%+16.8pp |
| Annual return | 17.50% | 27.72%-10.2pp | 5637.54%-5620.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,313 | $1,423+62.6% | $4,144-44.2% | $2,565-9.8% |
| Participant deferral / active EE | $5,080 | $2,607+94.8% | $3,837+32.4% | $3,952+28.6% |
| Admin fee / account holder | $10,690 | $4,239+152.2% | $6,560+62.9% | $6,260+70.8% |