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 | $87,012 | $167,484-48.0% | $151,611-42.6% | $134,475-35.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -14.12% | 7.80%-21.9pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,112 | $6,829-54.4% | $6,166-49.5% | $4,740-34.3% |
| Participant deferral / active EE | $5,920 | $8,986-34.1% | $8,363-29.2% | $6,400-7.5% |
| Admin fee / account holder | $9,443 | $13,783-31.5% | $11,616-18.7% | $11,426-17.4% |