Filed January 11, 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 | $221,470 | $177,572+24.7% | $154,803+43.1% | $142,382+55.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.89% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $7,222 | $4,810+50.1% | $4,305+67.7% | $4,299+68.0% |
| Participant deferral / active EE | $11,000 | $6,272+75.4% | $5,540+98.5% | $6,507+69.0% |
| Admin fee / account holder | $1,407 | $16,786-91.6% | $14,329-90.2% | $12,624-88.9% |