Filed December 14, 2015
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 | $85,686 | $87,733-2.3% | $106,548-19.6% | $85,850-0.2% |
| Participation rate | 93.6% | 71.9%+21.7pp | 76.1%+17.5pp | 69.3%+24.3pp |
| Annual return | 20.00% | 21.86%-1.9pp | 26.80%-6.8pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,444 | $2,073-30.4% | $2,819-48.8% | $2,565-43.7% |
| Participant deferral / active EE | $6,378 | $3,469+83.9% | $4,398+45.0% | $3,952+61.4% |
| Admin fee / account holder | $8,082 | $6,767+19.4% | $7,407+9.1% | $6,260+29.1% |