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 | $95,079 | $93,571+1.6% | $135,903-30.0% | $75,163+26.5% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 21.60% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,366 | $3,537+23.5% | $4,856-10.1% | $2,670+63.5% |
| Participant deferral / active EE | $7,533 | $6,404+17.6% | $7,758-2.9% | $4,125+82.6% |
| Admin fee / account holder | $3,546 | $6,975-49.2% | $10,762-67.0% | $5,651-37.2% |