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 | $89,796 | $87,013+3.2% | $106,213-15.5% | $80,856+11.1% |
| Participation rate | 90.5% | 70.4%+20.0pp | 75.3%+15.2pp | 67.6%+22.8pp |
| Annual return | 12.37% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,472 | $2,395-38.6% | $3,171-53.6% | $2,755-46.6% |
| Participant deferral / active EE | $6,940 | $3,986+74.1% | $5,016+38.4% | $4,296+61.6% |
| Admin fee / account holder | $24,900 | $8,431+195.3% | $11,033+125.7% | $6,918+259.9% |