Filed July 28, 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 | $39,298 | $75,828-48.2% | $147,614-73.4% | $59,632-34.1% |
| Participation rate | 82.3% | 71.6%+10.7pp | 84.6%-2.4pp | 68.7%+13.6pp |
| Annual return | -1.33% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,554 | $3,485-55.4% | $5,564-72.1% | $2,203-29.4% |
| Participant deferral / active EE | $3,134 | $3,130+0.1% | $4,895-36.0% | $3,192-1.8% |
| Admin fee / account holder | $3,236 | $5,985-45.9% | $11,611-72.1% | $4,297-24.7% |