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 | $110,501 | $214,378-48.5% | $200,582-44.9% | $142,382-22.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.13% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,920 | $6,841+1.1% | $6,419+7.8% | $4,299+61.0% |
| Participant deferral / active EE | $4,488 | $9,865-54.5% | $9,331-51.9% | $6,507-31.0% |
| Admin fee / account holder | $2,979 | $17,692-83.2% | $16,305-81.7% | $12,624-76.4% |