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 | $85,897 | $62,586+37.2% | $76,768+11.9% | $64,186+33.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.56% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,151 | $1,832+181.2% | $2,485+107.3% | $2,381+116.4% |
| Participant deferral / active EE | $6,046 | $3,145+92.3% | $3,852+57.0% | $3,470+74.3% |
| Admin fee / account holder | $4,163 | $4,667-10.8% | $6,675-37.6% | $4,888-14.8% |