Filed November 17, 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 | $46,673 | $59,101-21.0% | $77,163-39.5% | $75,163-37.9% |
| Participation rate | 75.5% | 63.9%+11.6pp | 69.6%+5.9pp | 67.2%+8.3pp |
| Annual return | 15.08% | 26.71%-11.6pp | 37.87%-22.8pp | 160.62%-145.5pp |
| Employer contribution / active EE | $656 | $1,995-67.1% | $2,535-74.1% | $2,670-75.4% |
| Participant deferral / active EE | $1,980 | $2,999-34.0% | $3,833-48.3% | $4,125-52.0% |
| Admin fee / account holder | $4,835 | $4,774+1.3% | $5,472-11.6% | $5,651-14.4% |