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 | $166,490 | $217,402-23.4% | $185,823-10.4% | $167,490-0.6% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 10.56% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $5,783 | $5,873-1.5% | $5,167+11.9% | $4,837+19.5% |
| Participant deferral / active EE | $9,987 | $6,356+57.1% | $5,568+79.4% | $6,341+57.5% |
| Admin fee / account holder | $35,975 | $19,811+81.6% | $16,237+121.6% | $12,309+192.3% |