Filed April 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 | $106,552 | $157,256-32.2% | $141,162-24.5% | $152,861-30.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 70.27% | 64.32%+5.9pp | 71.39%-1.1pp | 345.32%-275.0pp |
| Employer contribution / active EE | $7,352 | $5,261+39.8% | $4,735+55.3% | $4,762+54.4% |
| Participant deferral / active EE | $5,959 | $7,109-16.2% | $6,709-11.2% | $5,850+1.9% |
| Admin fee / account holder | $2,282 | $12,120-81.2% | $10,261-77.8% | $11,596-80.3% |