Filed March 31, 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 | $59,412 | $58,828+1.0% | $77,999-23.8% | $62,891-5.5% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 15.01% | 17.16%-2.1pp | 425.96%-410.9pp | 20.14%-5.1pp |
| Employer contribution / active EE | $4,809 | $1,672+187.7% | $2,470+94.7% | $2,281+110.8% |
| Participant deferral / active EE | $9,047 | $2,686+236.9% | $3,497+158.7% | $3,203+182.5% |
| Admin fee / account holder | $2,008 | $4,393-54.3% | $5,480-63.4% | $4,296-53.3% |