Filed December 13, 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 | $73,136 | $83,902-12.8% | $167,512-56.3% | $84,808-13.8% |
| Participation rate | 96.7% | 66.5%+30.2pp | 77.1%+19.6pp | 68.3%+28.4pp |
| Annual return | 19.08% | 91.55%-72.5pp | 1615.79%-1596.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,587 | $2,264+58.4% | $3,882-7.6% | $2,631+36.3% |
| Participant deferral / active EE | $9,701 | $4,442+118.4% | $6,405+51.5% | $4,212+130.4% |
| Admin fee / account holder | $4,185 | $7,915-47.1% | $9,769-57.2% | $7,344-43.0% |