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 | $104,471 | $201,272-48.1% | $184,203-43.3% | $145,922-28.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 45.03% | 29.00%+16.0pp | 28.81%+16.2pp | 561.29%-516.3pp |
| Employer contribution / active EE | $6,071 | $7,022-13.5% | $6,427-5.5% | $4,660+30.3% |
| Participant deferral / active EE | $4,123 | $9,806-58.0% | $9,131-54.8% | $6,688-38.3% |
| Admin fee / account holder | $12,610 | $16,364-22.9% | $13,901-9.3% | $13,397-5.9% |