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 | $88,672-0.2% | $105,223-15.9% | $82,448+7.3% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 16.96% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,336 | $3,048-56.2% | $3,689-63.8% | $2,551-47.6% |
| Participant deferral / active EE | $3,032 | $4,036-24.9% | $5,072-40.2% | $4,139-26.7% |
| Admin fee / account holder | $4,163 | $7,146-41.7% | $8,859-53.0% | $7,234-42.5% |