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 | $128,155 | $137,414-6.7% | $189,513-32.4% | $85,850+49.3% |
| Participation rate | 82.7% | 84.6%-1.9pp | 87.8%-5.1pp | 69.3%+13.4pp |
| Annual return | 16.37% | 38.14%-21.8pp | 555.15%-538.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $5,500 | $4,344+26.6% | $6,162-10.7% | $2,565+114.4% |
| Participant deferral / active EE | $5,662 | $6,260-9.5% | $8,221-31.1% | $3,952+43.3% |
| Admin fee / account holder | $10,871 | $8,630+26.0% | $12,045-9.7% | $6,260+73.7% |