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 | $106,410 | $197,591-46.1% | $177,821-40.2% | $158,922-33.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 12.46% | 58.76%-46.3pp | 48.32%-35.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,611 | $6,697-61.0% | $5,918-55.9% | $4,761-45.2% |
| Participant deferral / active EE | $5,401 | $8,405-35.7% | $7,714-30.0% | $5,982-9.7% |
| Admin fee / account holder | $6,716 | $15,399-56.4% | $12,427-46.0% | $11,246-40.3% |