Filed April 5, 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 | $88,002 | $160,055-45.0% | $140,016-37.1% | $135,375-35.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.14% | 911.38%-912.5pp | 651.12%-652.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $6,186 | $6,420-3.6% | $5,606+10.4% | $4,779+29.5% |
| Participant deferral / active EE | $5,785 | $7,642-24.3% | $6,927-16.5% | $5,609+3.1% |
| Admin fee / account holder | $4,512 | $13,328-66.1% | $10,705-57.9% | $10,827-58.3% |