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 | $42,344 | $197,591-78.6% | $177,821-76.2% | $158,922-73.4% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 12.16% | 58.76%-46.6pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,735 | $6,697-74.1% | $5,918-70.7% | $4,761-63.6% |
| Participant deferral / active EE | $4,294 | $8,405-48.9% | $7,714-44.3% | $5,982-28.2% |
| Admin fee / account holder | $5,374 | $15,399-65.1% | $12,427-56.8% | $11,246-52.2% |