Filed May 3, 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 | $80,909 | $94,529-14.4% | $140,016-42.2% | $64,186+26.1% |
| Participation rate | 90.5% | 84.1%+6.4pp | 87.5%+3.0pp | 69.6%+20.9pp |
| Annual return | -4.95% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,036 | $3,812-46.6% | $5,606-63.7% | $2,381-14.5% |
| Participant deferral / active EE | $4,505 | $5,250-14.2% | $6,927-35.0% | $3,470+29.8% |
| Admin fee / account holder | $11,301 | $6,741+67.7% | $10,705+5.6% | $4,888+131.2% |