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 | $165,680 | $78,705+110.5% | $117,854+40.6% | $70,131+136.2% |
| Participation rate | 96.1% | 73.2%+22.9pp | 79.7%+16.4pp | 69.5%+26.5pp |
| Annual return | 19.80% | 23.30%-3.5pp | 335.08%-315.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,562 | $2,223-29.7% | $3,786-58.7% | $2,342-33.3% |
| Participant deferral / active EE | $8,067 | $3,297+144.7% | $4,482+80.0% | $3,332+142.1% |
| Admin fee / account holder | $4,882 | $5,065-3.6% | $8,020-39.1% | $4,645+5.1% |