Filed July 19, 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 | $78,578 | $160,055-50.9% | $140,016-43.9% | $135,375-42.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.86% | 911.38%-920.2pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,355 | $6,420-63.3% | $5,606-58.0% | $4,779-50.7% |
| Participant deferral / active EE | $4,661 | $7,642-39.0% | $6,927-32.7% | $5,609-16.9% |
| Admin fee / account holder | $365 | $13,328-97.3% | $10,705-96.6% | $10,827-96.6% |