Filed June 7, 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 | $74,851 | $153,772-51.3% | $133,980-44.1% | $273,961-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.25% | 36.51%-29.3pp | 29.30%-22.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,103 | $6,029-15.4% | $5,211-2.1% | $4,869+4.8% |
| Participant deferral / active EE | $5,860 | $6,958-15.8% | $6,282-6.7% | $5,287+10.8% |
| Admin fee / account holder | $2,243 | $11,765-80.9% | $9,324-75.9% | $10,132-77.9% |