Filed January 23, 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 | $166,928 | $209,832-20.4% | $189,513-11.9% | $167,490-0.3% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 18.48% | 748.27%-729.8pp | 555.15%-536.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,881 | $6,914-58.3% | $6,162-53.2% | $4,837-40.5% |
| Participant deferral / active EE | $5,093 | $8,935-43.0% | $8,221-38.0% | $6,341-19.7% |
| Admin fee / account holder | $2,755 | $14,293-80.7% | $12,045-77.1% | $12,309-77.6% |