Filed December 30, 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 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 | $112,393 | $137,414-18.2% | $189,513-40.7% | $85,850+30.9% |
| Participation rate | 93.4% | 84.6%+8.8pp | 87.8%+5.6pp | 69.3%+24.1pp |
| Annual return | 15.39% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.1pp |
| Employer contribution / active EE | $7,619 | $4,344+75.4% | $6,162+23.6% | $2,565+197.0% |
| Participant deferral / active EE | $7,002 | $6,260+11.9% | $8,221-14.8% | $3,952+77.2% |
| Admin fee / account holder | $12,366 | $8,630+43.3% | $12,045+2.7% | $6,260+97.5% |