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 | $150,561 | $202,318-25.6% | $172,739-12.8% | $152,861-1.5% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 26.85% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $6,080 | $5,856+3.8% | $5,143+18.2% | $4,762+27.7% |
| Participant deferral / active EE | $9,518 | $5,948+60.0% | $5,198+83.1% | $5,850+62.7% |
| Admin fee / account holder | $1,855 | $17,109-89.2% | $13,954-86.7% | $11,596-84.0% |