Filed November 2, 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 | $158,205 | $62,672+152.4% | $185,117-14.5% | $70,131+125.6% |
| Participation rate | 98.0% | 63.8%+34.3pp | 77.3%+20.8pp | 69.5%+28.5pp |
| Annual return | 16.66% | 40.79%-24.1pp | 40.50%-23.8pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,881 | $1,753+7.3% | $4,182-55.0% | $2,342-19.7% |
| Participant deferral / active EE | $8,530 | $3,272+160.7% | $5,045+69.1% | $3,332+156.0% |
| Admin fee / account holder | $21,352 | $3,932+443.1% | $8,159+161.7% | $4,645+359.7% |