Filed March 30, 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 | $20,727 | $59,839-65.4% | $81,983-74.7% | $79,858-74.0% |
| Participation rate | 92.5% | 61.6%+30.8pp | 69.2%+23.2pp | 69.6%+22.8pp |
| Annual return | 15.54% | 17.56%-2.0pp | 41.31%-25.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $453 | $1,713-73.5% | $2,498-81.9% | $2,471-81.7% |
| Participant deferral / active EE | $3,915 | $2,695+45.2% | $3,722+5.2% | $3,740+4.7% |
| Admin fee / account holder | $798 | $4,287-81.4% | $5,664-85.9% | $5,306-85.0% |