Filed September 11, 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 | $88,507 | $89,753-1.4% | $107,525-17.7% | $84,808+4.4% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 16.96% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,336 | $3,113-57.1% | $3,754-64.4% | $2,631-49.2% |
| Participant deferral / active EE | $3,032 | $4,056-25.2% | $5,116-40.7% | $4,212-28.0% |
| Admin fee / account holder | $4,163 | $7,222-42.4% | $8,919-53.3% | $7,344-43.3% |