Filed December 4, 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 | $229,198 | $77,813+194.5% | $123,544+85.5% | $64,186+257.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.25% | 12.48%-2.2pp | 119.20%-108.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $16,724 | $3,014+454.9% | $4,628+261.4% | $2,381+602.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34,602 | $5,519+527.0% | $9,284+272.7% | $4,888+607.9% |