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 | $99,842 | $93,571+6.7% | $135,903-26.5% | $75,163+32.8% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 18.93% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,421 | $3,537-3.3% | $4,856-29.6% | $2,670+28.1% |
| Participant deferral / active EE | $7,812 | $6,404+22.0% | $7,758+0.7% | $4,125+89.4% |
| Admin fee / account holder | $6,499 | $6,975-6.8% | $10,762-39.6% | $5,651+15.0% |