Filed November 11, 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 7-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 | $23,034 | $89,355-74.2% | $141,162-83.7% | $72,985-68.4% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 30.39% | 111.85%-81.5pp | 71.39%-41.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $3,220 | $3,114+3.4% | $4,735-32.0% | $2,440+32.0% |
| Participant deferral / active EE | $4,922 | $5,418-9.2% | $6,709-26.6% | $3,607+36.4% |
| Admin fee / account holder | $1,518 | $5,958-74.5% | $10,261-85.2% | $5,124-70.4% |