Filed July 28, 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 | $245,716 | $42,383+479.8% | $76,523+221.1% | $64,186+282.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -3.63% | -16.54%+12.9pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,455 | $1,563+376.9% | $2,647+181.6% | $2,381+213.1% |
| Participant deferral / active EE | $15,218 | $2,566+493.0% | $3,835+296.8% | $3,470+338.6% |
| Admin fee / account holder | $16,139 | $3,198+404.7% | $4,848+232.9% | $4,888+230.2% |