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 | $73,478 | $67,331+9.1% | $60,874+20.7% | $134,475-45.4% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -15.92% | 49.93%-65.9pp | 16.90%-32.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,624 | $3,096+17.0% | $2,701+34.2% | $4,740-23.5% |
| Participant deferral / active EE | $5,707 | $4,538+25.8% | $3,817+49.5% | $6,400-10.8% |
| Admin fee / account holder | $871 | $4,582-81.0% | $3,224-73.0% | $11,426-92.4% |