Filed April 20, 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 8-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 | $50,453 | $109,327-53.9% | $89,391-43.6% | $158,922-68.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 9.40% | 345.68%-336.3pp | 245.62%-236.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,309 | $3,170-27.2% | $2,586-10.7% | $4,761-51.5% |
| Participant deferral / active EE | $4,738 | $4,598+3.0% | $3,890+21.8% | $5,982-20.8% |
| Admin fee / account holder | $15,164 | $6,153+146.5% | $4,881+210.7% | $11,246+34.8% |