Filed January 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 | $204,713 | $135,635+50.9% | $110,238+85.7% | $135,375+51.2% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.8%+15.8pp | 82.6%+13.0pp |
| Annual return | 0.52% | 513.19%-512.7pp | 314.74%-314.2pp | 519.73%-519.2pp |
| Employer contribution / active EE | $3,424 | $4,906-30.2% | $3,826-10.5% | $4,779-28.4% |
| Participant deferral / active EE | $8,798 | $5,506+59.8% | $4,672+88.3% | $5,609+56.9% |
| Admin fee / account holder | $2,800 | $11,457-75.6% | $8,547-67.2% | $10,827-74.1% |