Filed December 8, 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 | $82,299 | $63,346+29.9% | $92,233-10.8% | $70,131+17.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.57% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,898 | $2,471+17.3% | $3,679-21.2% | $2,342+23.7% |
| Participant deferral / active EE | $6,564 | $2,854+130.0% | $3,897+68.4% | $3,332+97.0% |
| Admin fee / account holder | $2,299 | $3,840-40.1% | $5,194-55.7% | $4,645-50.5% |