Filed March 31, 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 | $96,327 | $47,848+101.3% | $81,478+18.2% | $70,131+37.4% |
| Participation rate | 96.0% | 58.3%+37.7pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 17.53% | 27.25%-9.7pp | 38.78%-21.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,934 | $1,527+92.2% | $2,568+14.3% | $2,342+25.3% |
| Participant deferral / active EE | $9,094 | $2,453+270.7% | $3,537+157.1% | $3,332+172.9% |
| Admin fee / account holder | $4,869 | $3,145+54.8% | $4,561+6.8% | $4,645+4.8% |