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 | $98,171 | $94,625+3.7% | $116,228-15.5% | $84,808+15.8% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.6%+20.7pp | 68.3%+26.9pp |
| Annual return | 14.64% | 20.40%-5.8pp | 90.06%-75.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,388 | $2,347-40.8% | $2,994-53.6% | $2,631-47.2% |
| Participant deferral / active EE | $6,025 | $3,972+51.7% | $4,953+21.6% | $4,212+43.1% |
| Admin fee / account holder | $15,825 | $10,091+56.8% | $11,989+32.0% | $7,344+115.5% |