Filed November 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 | $166,140 | $176,056-5.6% | $159,436+4.2% | $167,490-0.8% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 18.15% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $3,098 | $5,297-41.5% | $4,829-35.8% | $4,837-36.0% |
| Participant deferral / active EE | $8,989 | $7,750+16.0% | $7,352+22.3% | $6,341+41.8% |
| Admin fee / account holder | $2,364 | $12,554-81.2% | $10,799-78.1% | $12,309-80.8% |