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 | $87,723 | $79,944+9.7% | $98,439-10.9% | $75,163+16.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.2%+9.5pp | 67.2%+17.4pp |
| Annual return | 17.77% | 19.75%-2.0pp | 21.16%-3.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,186 | $2,264-3.5% | $3,048-28.3% | $2,670-18.1% |
| Participant deferral / active EE | $9,269 | $3,752+147.0% | $4,738+95.6% | $4,125+124.7% |
| Admin fee / account holder | $34,237 | $6,840+400.6% | $8,948+282.6% | $5,651+505.9% |