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 | $107,171 | $63,346+69.2% | $92,233+16.2% | $70,131+52.8% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.1pp |
| Annual return | 14.50% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,530 | $2,471+2.4% | $3,679-31.2% | $2,342+8.0% |
| Participant deferral / active EE | $4,896 | $2,854+71.6% | $3,897+25.7% | $3,332+47.0% |
| Admin fee / account holder | $18,466 | $3,840+380.9% | $5,194+255.6% | $4,645+297.5% |