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 | $167,178 | $125,758+32.9% | $169,993-1.7% | $75,163+122.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 47.12% | 27.20%+19.9pp | 53.37%-6.3pp | 160.62%-113.5pp |
| Employer contribution / active EE | $18,657 | $4,615+304.3% | $6,785+175.0% | $2,670+598.8% |
| Participant deferral / active EE | $21,175 | $6,837+209.7% | $10,408+103.5% | $4,125+413.3% |
| Admin fee / account holder | $22,911 | $8,173+180.3% | $12,815+78.8% | $5,651+305.4% |