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 | $141,521 | $138,044+2.5% | $125,339+12.9% | $134,475+5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.13% | 750.33%-754.5pp | 572.05%-576.2pp | 417.96%-422.1pp |
| Employer contribution / active EE | $2,339 | $5,243-55.4% | $4,814-51.4% | $4,740-50.7% |
| Participant deferral / active EE | $8,138 | $7,799+4.3% | $7,446+9.3% | $6,400+27.2% |
| Admin fee / account holder | $11,786 | $11,571+1.9% | $10,010+17.8% | $11,426+3.2% |