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 | $135,933 | $185,822-26.8% | $169,993-20.0% | $139,434-2.5% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 22.54% | 60.50%-38.0pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,835 | $7,590-62.6% | $6,785-58.2% | $4,751-40.3% |
| Participant deferral / active EE | $5,026 | $11,622-56.8% | $10,408-51.7% | $6,710-25.1% |
| Admin fee / account holder | $1,318 | $15,381-91.4% | $12,815-89.7% | $11,403-88.4% |