Filed March 29, 2016
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 | $73,706 | $93,571-21.2% | $135,903-45.8% | $75,163-1.9% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 22.54% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $4,170 | $3,537+17.9% | $4,856-14.1% | $2,670+56.2% |
| Participant deferral / active EE | $9,250 | $6,404+44.4% | $7,758+19.2% | $4,125+124.2% |
| Admin fee / account holder | $5,188 | $6,975-25.6% | $10,762-51.8% | $5,651-8.2% |