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 | $113,696 | $110,094+3.3% | $151,611-25.0% | $68,494+66.0% |
| Participation rate | 78.2% | 84.0%-5.8pp | 87.5%-9.3pp | 67.9%+10.3pp |
| Annual return | -16.63% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $6,351 | $4,471+42.1% | $6,166+3.0% | $2,596+144.6% |
| Participant deferral / active EE | $5,912 | $6,527-9.4% | $8,363-29.3% | $4,027+46.8% |
| Admin fee / account holder | $3,210 | $7,719-58.4% | $11,616-72.4% | $5,403-40.6% |