Filed October 23, 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 | $136,165 | $65,409+108.2% | $98,442+38.3% | $85,850+58.6% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.3%+14.0pp |
| Annual return | 14.79% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,327 | $2,168+145.8% | $2,960+80.0% | $2,565+107.7% |
| Participant deferral / active EE | $6,006 | $3,166+89.7% | $4,276+40.4% | $3,952+52.0% |
| Admin fee / account holder | $10,346 | $4,593+125.3% | $5,949+73.9% | $6,260+65.3% |