Filed May 15, 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 | $184,110 | $56,484+226.0% | $169,463+8.6% | $64,186+186.8% |
| Participation rate | 84.2% | 64.5%+19.7pp | 77.8%+6.4pp | 69.6%+14.6pp |
| Annual return | -2.78% | -1.55%-1.2pp | 1.83%-4.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $8,023 | $1,832+337.8% | $4,159+92.9% | $2,381+237.0% |
| Participant deferral / active EE | $12,515 | $3,448+263.0% | $5,277+137.2% | $3,470+260.7% |
| Admin fee / account holder | $2,274 | $4,174-45.5% | $9,109-75.0% | $4,888-53.5% |