Filed July 28, 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 | $225,844 | $57,016+296.1% | $84,966+165.8% | $80,856+179.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 23.11% | 21.66%+1.4pp | 66.38%-43.3pp | 35.59%-12.5pp |
| Employer contribution / active EE | $15,588 | $1,798+767.1% | $2,727+471.6% | $2,755+465.8% |
| Participant deferral / active EE | $17,050 | $3,110+448.3% | $4,519+277.3% | $4,296+296.9% |
| Admin fee / account holder | $594 | $4,980-88.1% | $6,149-90.3% | $6,918-91.4% |