Filed November 29, 2017
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $88,993 | $51,638+72.3% | $68,368+30.2% | $82,448+7.9% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 13.56% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $8,830 | $2,047+331.5% | $2,649+233.4% | $2,551+246.2% |
| Participant deferral / active EE | $12,004 | $2,914+312.0% | $4,123+191.2% | $4,139+190.0% |
| Admin fee / account holder | $32,967 | $4,643+610.0% | $5,150+540.2% | $7,234+355.7% |