Filed June 23, 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 4-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 | $44,500 | $91,538-51.4% | $129,995-65.8% | $75,163-40.8% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 19.33% | -631.11%+650.4pp | -137.18%+156.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,723 | $2,845-39.4% | $4,320-60.1% | $2,670-35.5% |
| Participant deferral / active EE | $4,458 | $4,341+2.7% | $5,820-23.4% | $4,125+8.1% |
| Admin fee / account holder | $3,837 | $6,790-43.5% | $10,614-63.8% | $5,651-32.1% |