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 | $88,087+80.7% | $164,866-3.4% | $74,546+113.6% |
| Participation rate | 92.1% | 73.1%+19.0pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 20.37% | 17.27%+3.1pp | 69.97%-49.6pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $7,045 | $2,595+171.4% | $4,343+62.2% | $2,624+168.4% |
| Participant deferral / active EE | $8,870 | $4,499+97.1% | $6,033+47.0% | $4,347+104.0% |
| Admin fee / account holder | $6,062 | $2,232+171.7% | $12,689-52.2% | $1,944+211.9% |