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 | $116,333 | $100,041+16.3% | $149,718-22.3% | $70,131+65.9% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 20.73% | 27.43%-6.7pp | 1501.63%-1480.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,777 | $3,662+85.1% | $5,445+24.5% | $2,342+189.3% |
| Participant deferral / active EE | $9,294 | $4,983+86.5% | $6,569+41.5% | $3,332+178.9% |
| Admin fee / account holder | $10,108 | $8,286+22.0% | $11,283-10.4% | $4,645+117.6% |