Filed November 17, 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 | $65,252 | $160,055-59.2% | $140,016-53.4% | $135,375-51.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.61% | 911.38%-915.0pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,057 | $6,420-52.4% | $5,606-45.5% | $4,779-36.0% |
| Participant deferral / active EE | $3,134 | $7,642-59.0% | $6,927-54.8% | $5,609-44.1% |
| Admin fee / account holder | $35,155 | $13,328+163.8% | $10,705+228.4% | $10,827+224.7% |