Filed October 23, 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 | $53,177 | $71,883-26.0% | $86,677-38.6% | $68,494-22.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.27% | 3.52%-14.8pp | 35.91%-47.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $656 | $2,173-69.8% | $2,836-76.9% | $2,596-74.7% |
| Participant deferral / active EE | $3,845 | $3,779+1.8% | $4,656-17.4% | $4,027-4.5% |
| Admin fee / account holder | $7,850 | $6,112+28.4% | $7,493+4.8% | $5,403+45.3% |