Filed December 27, 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 | $43,986 | $42,894+2.5% | $60,874-27.7% | $68,494-35.8% |
| Participation rate | 84.4% | 66.8%+17.6pp | 73.1%+11.3pp | 67.9%+16.5pp |
| Annual return | -13.19% | -13.98%+0.8pp | 16.90%-30.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,011 | $1,978-48.9% | $2,701-62.6% | $2,596-61.1% |
| Participant deferral / active EE | $2,846 | $2,867-0.7% | $3,817-25.4% | $4,027-29.3% |
| Admin fee / account holder | $1,708 | $3,101-44.9% | $3,224-47.0% | $5,403-68.4% |