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 | $109,179 | $201,272-45.8% | $184,203-40.7% | $145,922-25.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.48% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,750 | $7,022-60.8% | $6,427-57.2% | $4,660-41.0% |
| Participant deferral / active EE | $8,541 | $9,806-12.9% | $9,131-6.5% | $6,688+27.7% |
| Admin fee / account holder | $1,128 | $16,364-93.1% | $13,901-91.9% | $13,397-91.6% |