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 | $187,198 | $54,350+244.4% | $82,719+126.3% | $68,494+173.3% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.9pp | 67.9%+23.5pp |
| Annual return | -16.13% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $14,569 | $2,218+556.8% | $3,009+384.2% | $2,596+461.1% |
| Participant deferral / active EE | $13,308 | $3,246+310.0% | $4,395+202.8% | $4,027+230.4% |
| Admin fee / account holder | $41,149 | $4,395+836.2% | $5,329+672.2% | $5,403+661.6% |