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 7-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 | $64,377 | $81,632-21.1% | $70,449-8.6% | $158,922-59.5% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 11.51% | 208.40%-196.9pp | 109.03%-97.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,916 | $3,217-9.4% | $2,737+6.5% | $4,761-38.8% |
| Participant deferral / active EE | $5,764 | $4,554+26.6% | $3,709+55.4% | $5,982-3.6% |
| Admin fee / account holder | $30,671 | $6,193+395.3% | $3,845+697.6% | $11,246+172.7% |