Filed January 11, 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 | $103,233 | $98,750+4.5% | $149,696-31.0% | $79,858+29.3% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 17.24% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,873 | $3,216-10.7% | $4,644-38.1% | $2,471+16.3% |
| Participant deferral / active EE | $7,514 | $5,680+32.3% | $6,842+9.8% | $3,740+100.9% |
| Admin fee / account holder | $2,876 | $6,053-52.5% | $9,309-69.1% | $5,306-45.8% |