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 | $174,424 | $70,606+147.0% | $53,898+223.6% | $142,382+22.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.10% | 619.81%-606.7pp | 528.60%-515.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,271 | $1,202+172.1% | $932+250.9% | $4,299-23.9% |
| Participant deferral / active EE | $16,816 | $2,364+611.3% | $1,826+820.8% | $6,507+158.4% |
| Admin fee / account holder | $50,733 | $2,852+1679.1% | $2,491+1936.8% | $12,624+301.9% |