Filed July 6, 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 5-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 | $60,561 | $40,256+50.4% | $57,343+5.6% | $59,632+1.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.06% | 27.49%-27.4pp | 24.39%-24.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,547 | $1,922+84.6% | $2,689+31.9% | $2,203+61.0% |
| Participant deferral / active EE | $4,529 | $2,399+88.8% | $3,162+43.2% | $3,192+41.9% |
| Admin fee / account holder | $834 | $2,818-70.4% | $3,356-75.1% | $4,297-80.6% |