Filed March 18, 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 | $87,216 | $89,355-2.4% | $141,162-38.2% | $72,985+19.5% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 21.86% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $5,103 | $3,114+63.9% | $4,735+7.8% | $2,440+109.2% |
| Participant deferral / active EE | $5,792 | $5,418+6.9% | $6,709-13.7% | $3,607+60.6% |
| Admin fee / account holder | $12,989 | $5,958+118.0% | $10,261+26.6% | $5,124+153.5% |