Filed December 19, 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 | $74,475 | $45,152+64.9% | $73,843+0.9% | $59,632+24.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.16% | 27.40%-28.6pp | 2267.84%-2269.0pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $5,205 | $1,902+173.7% | $2,787+86.7% | $2,203+136.3% |
| Participant deferral / active EE | $4,638 | $2,574+80.2% | $3,583+29.4% | $3,192+45.3% |
| Admin fee / account holder | $5,532 | $3,516+57.3% | $4,880+13.4% | $4,297+28.7% |