Filed January 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 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 | $121,458 | $88,672+37.0% | $105,223+15.4% | $82,448+47.3% |
| Participation rate | 75.3% | 67.9%+7.4pp | 75.0%+0.3pp | 68.1%+7.3pp |
| Annual return | 15.61% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,665 | $3,048+20.2% | $3,689-0.7% | $2,551+43.7% |
| Participant deferral / active EE | $8,345 | $4,036+106.8% | $5,072+64.5% | $4,139+101.6% |
| Admin fee / account holder | $11,404 | $7,146+59.6% | $8,859+28.7% | $7,234+57.6% |