Filed October 31, 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 | $4,945 | $27,915-82.3% | $58,482-91.5% | $75,163-93.4% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 41.19% | 44.20%-3.0pp | 4239.32%-4198.1pp | 160.62%-119.4pp |
| Employer contribution / active EE | $162 | $669-75.7% | $1,053-84.6% | $2,670-93.9% |
| Participant deferral / active EE | $973 | $1,201-19.0% | $1,924-49.4% | $4,125-76.4% |
| Admin fee / account holder | $330 | $1,726-80.9% | $2,516-86.9% | $5,651-94.2% |