Filed February 8, 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 | $68,038 | $110,094-38.2% | $151,611-55.1% | $68,494-0.7% |
| Participation rate | 96.5% | 84.0%+12.6pp | 87.5%+9.0pp | 67.9%+28.6pp |
| Annual return | -7.22% | -10.12%+2.9pp | 3.33%-10.5pp | -7.84%+0.6pp |
| Employer contribution / active EE | $2,325 | $4,471-48.0% | $6,166-62.3% | $2,596-10.4% |
| Participant deferral / active EE | $3,157 | $6,527-51.6% | $8,363-62.3% | $4,027-21.6% |
| Admin fee / account holder | $8,881 | $7,719+15.1% | $11,616-23.5% | $5,403+64.4% |