Filed September 26, 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 | $232,572 | $75,828+206.7% | $147,614+57.6% | $59,632+290.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 3.14% | 0.37%+2.8pp | 61.98%-58.8pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $8,075 | $3,485+131.7% | $5,564+45.1% | $2,203+266.6% |
| Participant deferral / active EE | $7,610 | $3,130+143.1% | $4,895+55.4% | $3,192+138.4% |
| Admin fee / account holder | $7,780 | $5,985+30.0% | $11,611-33.0% | $4,297+81.1% |