Filed December 12, 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 9-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 | $63,136 | $85,766-26.4% | $136,294-53.7% | $70,131-10.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.07% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,925 | $2,966-1.4% | $4,695-37.7% | $2,342+24.9% |
| Participant deferral / active EE | $5,603 | $5,051+10.9% | $6,247-10.3% | $3,332+68.2% |
| Admin fee / account holder | $555 | $5,420-89.8% | $9,243-94.0% | $4,645-88.1% |