Filed August 9, 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 | $109,851 | $49,177+123.4% | $79,464+38.2% | $64,186+71.1% |
| Participation rate | 89.6% | 65.0%+24.6pp | 73.3%+16.2pp | 69.6%+20.0pp |
| Annual return | 0.37% | -1.16%+1.5pp | 718.14%-717.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $11,378 | $2,076+448.0% | $2,800+306.3% | $2,381+377.9% |
| Participant deferral / active EE | $7,499 | $2,821+165.8% | $3,704+102.5% | $3,470+116.2% |
| Admin fee / account holder | $17,679 | $3,839+360.5% | $5,113+245.8% | $4,888+261.7% |