Filed December 13, 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 10-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 | $73,136 | $80,812-9.5% | $160,784-54.5% | $82,448-11.3% |
| Participation rate | 96.7% | 66.2%+30.4pp | 77.0%+19.7pp | 68.1%+28.6pp |
| Annual return | 19.08% | 100.59%-81.5pp | 1803.92%-1784.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,587 | $2,174+65.0% | $3,733-3.9% | $2,551+40.6% |
| Participant deferral / active EE | $9,701 | $4,335+123.8% | $6,293+54.2% | $4,139+134.4% |
| Admin fee / account holder | $4,185 | $7,695-45.6% | $9,717-56.9% | $7,234-42.1% |