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 | $167,968 | $167,307+0.4% | $143,757+16.8% | $134,475+24.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -7.13% | 0.46%-7.6pp | -0.04%-7.1pp | 417.96%-425.1pp |
| Employer contribution / active EE | $6,972 | $5,619+24.1% | $4,951+40.8% | $4,740+47.1% |
| Participant deferral / active EE | $11,885 | $6,446+84.4% | $5,637+110.8% | $6,400+85.7% |
| Admin fee / account holder | $370 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |