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 | $127,072 | $176,811-28.1% | $146,958-13.5% | - |
| Participation rate | 93.9% | 76.9%+17.1pp | 82.2%+11.8pp | - |
| Annual return | 23.75% | 11.56%+12.2pp | 418.34%-394.6pp | - |
| Employer contribution / active EE | $3,709 | $3,294+12.6% | $4,933-24.8% | - |
| Participant deferral / active EE | $8,712 | $6,900+26.3% | $8,070+8.0% | - |
| Admin fee / account holder | $5,827 | $27,451-78.8% | $12,998-55.2% | - |