Filed May 26, 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 | $160,701 | $43,483+269.6% | $54,726+193.6% | $64,186+150.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -4.25% | -1.03%-3.2pp | -4.56%+0.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $16,658 | $2,632+532.9% | $3,449+382.9% | $2,381+599.7% |
| Participant deferral / active EE | $10,785 | $3,102+247.7% | $3,953+172.8% | $3,470+210.9% |
| Admin fee / account holder | $16,957 | $4,250+299.0% | $3,818+344.2% | $4,888+246.9% |