Filed April 3, 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 | $36,848 | $160,055-77.0% | $140,016-73.7% | $135,375-72.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -3.38% | 911.38%-914.8pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,549 | $6,420-75.9% | $5,606-72.4% | $4,779-67.6% |
| Participant deferral / active EE | $4,040 | $7,642-47.1% | $6,927-41.7% | $5,609-28.0% |
| Admin fee / account holder | $566 | $13,328-95.8% | $10,705-94.7% | $10,827-94.8% |