Filed July 6, 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 | $127,795 | $60,124+112.6% | $90,404+41.4% | $79,858+60.0% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 14.64% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,333 | $2,068+12.8% | $3,262-28.5% | $2,471-5.6% |
| Participant deferral / active EE | $5,062 | $2,938+72.3% | $3,963+27.7% | $3,740+35.3% |
| Admin fee / account holder | $21,097 | $3,976+430.5% | $5,611+276.0% | $5,306+297.6% |