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 | $50,625 | $167,484-69.8% | $151,611-66.6% | $134,475-62.4% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -12.42% | 7.80%-20.2pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,031 | $6,829-55.6% | $6,166-50.8% | $4,740-36.0% |
| Participant deferral / active EE | $4,989 | $8,986-44.5% | $8,363-40.3% | $6,400-22.0% |
| Admin fee / account holder | $27,347 | $13,783+98.4% | $11,616+135.4% | $11,426+139.3% |