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 | $130,720 | $54,350+140.5% | $82,719+58.0% | $68,494+90.8% |
| Participation rate | 76.7% | 63.9%+12.8pp | 72.6%+4.2pp | 67.9%+8.9pp |
| Annual return | -16.67% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,839 | $2,218+73.1% | $3,009+27.6% | $2,596+47.9% |
| Participant deferral / active EE | $6,560 | $3,246+102.1% | $4,395+49.3% | $4,027+62.9% |
| Admin fee / account holder | $10,572 | $4,395+140.5% | $5,329+98.4% | $5,403+95.7% |