Filed February 15, 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 | $56,394 | $99,020-43.0% | $86,590-34.9% | $147,584-61.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.98% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,605 | $3,132+15.1% | $2,839+27.0% | $4,876-26.1% |
| Participant deferral / active EE | $8,883 | $3,972+123.6% | $3,609+146.2% | $5,439+63.3% |
| Admin fee / account holder | $7,412 | $5,710+29.8% | $4,906+51.1% | $10,885-31.9% |