Filed October 23, 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 | $159,215 | $88,083+80.8% | $164,813-3.4% | $74,495+113.7% |
| Participation rate | 92.1% | 73.0%+19.1pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 20.37% | 17.26%+3.1pp | 69.93%-49.6pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $7,045 | $2,593+171.7% | $4,341+62.3% | $2,623+168.6% |
| Participant deferral / active EE | $8,870 | $4,498+97.2% | $6,031+47.1% | $4,346+104.1% |
| Admin fee / account holder | $6,062 | $2,234+171.4% | $12,690-52.2% | $1,942+212.2% |