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 | $193,562 | $105,181+84.0% | $159,436+21.4% | $85,850+125.5% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.8%+8.2pp | 69.3%+21.8pp |
| Annual return | 17.97% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $4,269 | $3,318+28.6% | $4,829-11.6% | $2,565+66.4% |
| Participant deferral / active EE | $10,370 | $5,945+74.4% | $7,352+41.1% | $3,952+162.4% |
| Admin fee / account holder | $12,861 | $6,933+85.5% | $10,799+19.1% | $6,260+105.4% |