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 | $100,643 | $65,409+53.9% | $98,442+2.2% | $85,850+17.2% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 12.61% | 21.76%-9.2pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,816 | $2,168+76.0% | $2,960+28.9% | $2,565+48.8% |
| Participant deferral / active EE | $4,991 | $3,166+57.6% | $4,276+16.7% | $3,952+26.3% |
| Admin fee / account holder | $71,095 | $4,593+1448.0% | $5,949+1095.0% | $6,260+1035.7% |