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 | $81,761 | $102,317-20.1% | $146,958-44.4% | $80,856+1.1% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,166 | $3,713+12.2% | $4,933-15.5% | $2,755+51.2% |
| Participant deferral / active EE | $8,558 | $6,644+28.8% | $8,070+6.0% | $4,296+99.2% |
| Admin fee / account holder | $16,405 | $7,941+106.6% | $12,998+26.2% | $6,918+137.1% |