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 9-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 | $68,626 | $108,172-36.6% | $77,482-11.4% | $158,922-56.8% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 6.90% | 31.67%-24.8pp | 54.79%-47.9pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,964 | $1,325+48.2% | $986+99.1% | $4,761-58.7% |
| Participant deferral / active EE | $6,509 | $2,456+165.0% | $1,861+249.7% | $5,982+8.8% |
| Admin fee / account holder | $5,621 | $3,708+51.6% | $2,858+96.7% | $11,246-50.0% |