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 | $35,506 | $185,822-80.9% | $169,993-79.1% | $139,434-74.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 11.72% | 60.50%-48.8pp | 53.37%-41.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,658 | $7,590-78.2% | $6,785-75.6% | $4,751-65.1% |
| Participant deferral / active EE | $4,205 | $11,622-63.8% | $10,408-59.6% | $6,710-37.3% |
| Admin fee / account holder | $18,167 | $15,381+18.1% | $12,815+41.8% | $11,403+59.3% |