Filed February 7, 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 | $66,434 | $58,828+12.9% | $77,999-14.8% | $62,891+5.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 12.04% | 17.16%-5.1pp | 425.96%-413.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $4,076 | $1,672+143.8% | $2,470+65.0% | $2,281+78.7% |
| Participant deferral / active EE | $5,150 | $2,686+91.8% | $3,497+47.3% | $3,203+60.8% |
| Admin fee / account holder | $1,323 | $4,393-69.9% | $5,480-75.9% | $4,296-69.2% |