Filed April 5, 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 | $209,753 | $146,267+43.4% | $197,124+6.4% | $82,448+154.4% |
| Participation rate | 95.2% | 84.0%+11.1pp | 86.7%+8.4pp | 68.1%+27.1pp |
| Annual return | 17.86% | 29.61%-11.7pp | 44.34%-26.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $7,862 | $4,723+66.5% | $6,227+26.2% | $2,551+208.2% |
| Participant deferral / active EE | $13,037 | $7,035+85.3% | $9,135+42.7% | $4,139+215.0% |
| Admin fee / account holder | $26,734 | $14,422+85.4% | $16,298+64.0% | $7,234+269.5% |