Filed February 7, 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 | $115,086 | $85,766+34.2% | $136,294-15.6% | $70,131+64.1% |
| Participation rate | 88.5% | 74.2%+14.4pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 16.92% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,925 | $2,966+32.3% | $4,695-16.4% | $2,342+67.5% |
| Participant deferral / active EE | $8,270 | $5,051+63.7% | $6,247+32.4% | $3,332+148.2% |
| Admin fee / account holder | $19,593 | $5,420+261.5% | $9,243+112.0% | $4,645+321.8% |