Filed November 9, 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 | $82,474 | $56,053+47.1% | $75,972+8.6% | $80,856+2.0% |
| Participation rate | 82.0% | 62.0%+20.0pp | 69.1%+12.9pp | 67.6%+14.4pp |
| Annual return | 12.53% | 20.53%-8.0pp | 359.55%-347.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,709 | $1,874+44.6% | $2,685+0.9% | $2,755-1.7% |
| Participant deferral / active EE | $5,410 | $3,052+77.3% | $4,255+27.1% | $4,296+25.9% |
| Admin fee / account holder | $10,446 | $5,234+99.6% | $6,467+61.5% | $6,918+51.0% |