Filed October 18, 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 | $35,837 | $82,032-56.3% | $123,104-70.9% | $59,632-39.9% |
| Participation rate | 78.4% | 83.2%-4.9pp | 86.8%-8.4pp | 68.7%+9.7pp |
| Annual return | 20.55% | 5.12%+15.4pp | 13.22%+7.3pp | 2041.28%-2020.7pp |
| Employer contribution / active EE | $2,168 | $3,297-34.2% | $5,151-57.9% | $2,203-1.6% |
| Participant deferral / active EE | $4,490 | $4,667-3.8% | $6,230-27.9% | $3,192+40.7% |
| Admin fee / account holder | $10,296 | $5,881+75.1% | $9,015+14.2% | $4,297+139.6% |