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 | $128,817 | $56,484+128.1% | $169,463-24.0% | $64,186+100.7% |
| Participation rate | 93.9% | 64.5%+29.3pp | 77.8%+16.1pp | 69.6%+24.3pp |
| Annual return | 43.82% | -1.55%+45.4pp | 1.83%+42.0pp | 7.63%+36.2pp |
| Employer contribution / active EE | $14,592 | $1,832+696.3% | $4,159+250.8% | $2,381+512.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $942 | $4,174-77.4% | $9,109-89.7% | $4,888-80.7% |