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 | $91,021 | $209,832-56.6% | $189,513-52.0% | $167,490-45.7% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 14.66% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,087 | $6,914-69.8% | $6,162-66.1% | $4,837-56.9% |
| Participant deferral / active EE | $5,091 | $8,935-43.0% | $8,221-38.1% | $6,341-19.7% |
| Admin fee / account holder | $10,257 | $14,293-28.2% | $12,045-14.8% | $12,309-16.7% |