Filed November 23, 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 | $90,845 | $100,041-9.2% | $149,718-39.3% | $70,131+29.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.78% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $9,722 | $3,662+165.5% | $5,445+78.6% | $2,342+315.0% |
| Participant deferral / active EE | $7,111 | $4,983+42.7% | $6,569+8.2% | $3,332+113.4% |
| Admin fee / account holder | $1,107 | $8,286-86.6% | $11,283-90.2% | $4,645-76.2% |