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 | $131,957 | $95,803+37.7% | $113,168+16.6% | $84,808+55.6% |
| Participation rate | 86.3% | 72.9%+13.4pp | 76.6%+9.7pp | 68.3%+18.0pp |
| Annual return | 38.03% | 25.00%+13.0pp | 24.27%+13.8pp | 40.90%-2.9pp |
| Employer contribution / active EE | $12,793 | $2,360+442.1% | $2,975+330.0% | $2,631+386.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,433 | $8,989-17.3% | $12,068-38.4% | $7,344+1.2% |