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 | $66,082 | $72,607-9.0% | $90,749-27.2% | $66,914-1.2% |
| Participation rate | 89.3% | 73.7%+15.6pp | 75.7%+13.6pp | 69.8%+19.5pp |
| Annual return | -15.25% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,298 | $2,369-45.2% | $2,921-55.5% | $2,544-49.0% |
| Participant deferral / active EE | $6,100 | $3,977+53.4% | $4,564+33.6% | $4,237+44.0% |
| Admin fee / account holder | $8,818 | $707+1146.8% | $8,445+4.4% | $593+1386.4% |