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 | $96,563 | $98,750-2.2% | $149,696-35.5% | $79,858+20.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.84% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,362 | $3,216+4.5% | $4,644-27.6% | $2,471+36.1% |
| Participant deferral / active EE | $7,917 | $5,680+39.4% | $6,842+15.7% | $3,740+111.7% |
| Admin fee / account holder | $5,029 | $6,053-16.9% | $9,309-46.0% | $5,306-5.2% |