Filed December 19, 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 | $63,033 | $109,881-42.6% | $150,045-58.0% | $84,808-25.7% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 16.78% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,319 | $3,561-6.8% | $4,693-29.3% | $2,631+26.2% |
| Participant deferral / active EE | $7,756 | $6,636+16.9% | $7,997-3.0% | $4,212+84.2% |
| Admin fee / account holder | $39,354 | $8,568+359.3% | $13,435+192.9% | $7,344+435.9% |