Filed June 17, 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 | $96,390 | $73,981+30.3% | $105,722-8.8% | $62,891+53.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 6.08% | 17.60%-11.5pp | 12.25%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $12,046 | $2,856+321.7% | $4,079+195.3% | $2,281+428.1% |
| Participant deferral / active EE | $5,089 | $4,038+26.0% | $5,326-4.4% | $3,203+58.9% |
| Admin fee / account holder | $24,171 | $5,976+304.4% | $8,308+190.9% | $4,296+462.7% |