Filed December 7, 2016
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 | $79,388 | $72,177+10.0% | $115,037-31.0% | $59,632+33.1% |
| Participation rate | 77.4% | 72.6%+4.8pp | 81.4%-4.0pp | 68.7%+8.7pp |
| Annual return | 12.79% | 12.02%+0.8pp | 26.14%-13.4pp | 2041.28%-2028.5pp |
| Employer contribution / active EE | $3,773 | $2,841+32.8% | $4,608-18.1% | $2,203+71.3% |
| Participant deferral / active EE | $9,285 | $4,783+94.1% | $6,026+54.1% | $3,192+190.9% |
| Admin fee / account holder | $8,163 | $4,927+65.7% | $8,175-0.1% | $4,297+90.0% |