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 | $5,010 | $27,915-82.1% | $58,482-91.4% | $75,163-93.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 17.39% | 44.20%-26.8pp | 4239.32%-4221.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $173 | $669-74.2% | $1,053-83.6% | $2,670-93.5% |
| Participant deferral / active EE | $1,372 | $1,201+14.2% | $1,924-28.7% | $4,125-66.7% |
| Admin fee / account holder | $750 | $1,726-56.5% | $2,516-70.2% | $5,651-86.7% |