Filed October 13, 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 | $229,467 | $73,867+210.6% | $143,757+59.6% | $68,494+235.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.11% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $23,533 | $3,184+639.1% | $4,951+375.3% | $2,596+806.4% |
| Participant deferral / active EE | $19,439 | $3,384+474.4% | $5,637+244.8% | $4,027+382.7% |
| Admin fee / account holder | $15,597 | $5,755+171.0% | $14,673+6.3% | $5,403+188.7% |