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 | $179,321 | $148,534+20.7% | $135,903+31.9% | $139,434+28.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.14% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,641 | $5,243-68.7% | $4,856-66.2% | $4,751-65.5% |
| Participant deferral / active EE | $6,185 | $8,100-23.6% | $7,758-20.3% | $6,710-7.8% |
| Admin fee / account holder | $7,774 | $12,400-37.3% | $10,762-27.8% | $11,403-31.8% |