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 | $195,518 | $57,281+241.3% | $86,612+125.7% | $75,163+160.1% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 18.25% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $14,225 | $2,314+514.6% | $3,022+370.6% | $2,670+432.8% |
| Participant deferral / active EE | $10,758 | $3,318+224.3% | $4,438+142.4% | $4,125+160.8% |
| Admin fee / account holder | $17,520 | $4,112+326.1% | $5,614+212.1% | $5,651+210.0% |