Filed March 25, 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 | $174,006 | $62,586+178.0% | $76,768+126.7% | $64,186+171.1% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -7.18% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,630 | $1,832+98.2% | $2,485+46.1% | $2,381+52.5% |
| Participant deferral / active EE | $9,164 | $3,145+191.4% | $3,852+137.9% | $3,470+164.1% |
| Admin fee / account holder | $6,874 | $4,667+47.3% | $6,675+3.0% | $4,888+40.6% |