Filed December 13, 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 | $48,095 | $85,766-43.9% | $136,294-64.7% | $70,131-31.4% |
| Participation rate | 96.6% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 29.36% | 31.45%-2.1pp | 5155.94%-5126.6pp | 73.14%-43.8pp |
| Employer contribution / active EE | $5,308 | $2,966+78.9% | $4,695+13.0% | $2,342+126.6% |
| Participant deferral / active EE | $5,352 | $5,051+6.0% | $6,247-14.3% | $3,332+60.6% |
| Admin fee / account holder | $990 | $5,420-81.7% | $9,243-89.3% | $4,645-78.7% |