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 | $207,959 | $65,409+217.9% | $98,442+111.3% | $85,850+142.2% |
| Participation rate | 97.8% | 65.0%+32.8pp | 73.3%+24.5pp | 69.3%+28.5pp |
| Annual return | 16.17% | 21.76%-5.6pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $16,988 | $2,168+683.7% | $2,960+474.0% | $2,565+562.3% |
| Participant deferral / active EE | $10,832 | $3,166+242.1% | $4,276+153.3% | $3,952+174.1% |
| Admin fee / account holder | $2,610 | $4,593-43.2% | $5,949-56.1% | $6,260-58.3% |