Filed April 21, 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 | $106,833 | $109,359-2.3% | $162,163-34.1% | $72,985+46.4% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 25.49% | 25.46%0pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $5,713 | $3,907+46.2% | $5,614+1.8% | $2,440+134.2% |
| Participant deferral / active EE | $5,525 | $5,481+0.8% | $7,298-24.3% | $3,607+53.1% |
| Admin fee / account holder | $5,340 | $7,972-33.0% | $10,843-50.8% | $5,124+4.2% |