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 | $35,479 | $183,963-80.7% | $162,163-78.1% | $152,861-76.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 17.24% | 150.76%-133.5pp | 115.59%-98.4pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,478 | $6,371-76.8% | $5,614-73.7% | $4,762-69.0% |
| Participant deferral / active EE | $4,095 | $8,034-49.0% | $7,298-43.9% | $5,850-30.0% |
| Admin fee / account holder | $3,007 | $13,121-77.1% | $10,843-72.3% | $11,596-74.1% |