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 | $12,589 | $27,915-54.9% | $58,482-78.5% | $75,163-83.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.31% | 44.20%-24.9pp | 4239.32%-4220.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $241 | $669-64.0% | $1,053-77.1% | $2,670-91.0% |
| Participant deferral / active EE | $1,700 | $1,201+41.5% | $1,924-11.6% | $4,125-58.8% |
| Admin fee / account holder | $663 | $1,726-61.6% | $2,516-73.6% | $5,651-88.3% |