Filed April 17, 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 | $92,338 | $100,901-8.5% | $75,670+22.0% | $147,584-37.4% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 21.10% | 35.78%-14.7pp | 27.34%-6.2pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,658 | $3,253-49.1% | $2,352-29.5% | $4,876-66.0% |
| Participant deferral / active EE | $8,034 | $4,027+99.5% | $3,142+155.7% | $5,439+47.7% |
| Admin fee / account holder | $926 | $11,285-91.8% | $5,800-84.0% | $10,885-91.5% |