Filed April 19, 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 9-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 | $173,259 | $91,407+89.5% | $135,903+27.5% | $71,457+142.5% |
| Participation rate | 83.3% | 75.7%+7.7pp | 81.9%+1.4pp | 67.9%+15.4pp |
| Annual return | 71.23% | 29.90%+41.3pp | 68.23%+3.0pp | 28.85%+42.4pp |
| Employer contribution / active EE | $3,017 | $3,703-18.5% | $4,856-37.9% | $2,588+16.6% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,583 | $1,266+25.0% | $10,762-85.3% | $1,587-0.3% |