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 | $226,904 | $96,635+134.8% | $86,612+162.0% | $139,434+62.7% |
| Participation rate | 76.9% | 74.4%+2.5pp | 71.7%+5.2pp | 80.3%-3.4pp |
| Annual return | 14.77% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $6,907 | $3,263+111.7% | $3,022+128.5% | $4,751+45.4% |
| Participant deferral / active EE | $12,471 | $4,836+157.9% | $4,438+181.0% | $6,710+85.8% |
| Admin fee / account holder | $5,853 | $6,408-8.7% | $5,614+4.3% | $11,403-48.7% |