Filed April 27, 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 | $118,370 | $180,449-34.4% | $154,107-23.2% | $135,375-12.6% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -5.67% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,882 | $6,035-19.1% | $5,298-7.8% | $4,779+2.2% |
| Participant deferral / active EE | $7,712 | $5,806+32.8% | $5,081+51.8% | $5,609+37.5% |
| Admin fee / account holder | $20,091 | $16,143+24.5% | $13,411+49.8% | $10,827+85.6% |