Filed September 15, 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 | $67,525 | $85,766-21.3% | $136,294-50.5% | $70,131-3.7% |
| Participation rate | 75.6% | 74.2%+1.4pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 18.03% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,773 | $2,966-6.5% | $4,695-40.9% | $2,342+18.4% |
| Participant deferral / active EE | $5,298 | $5,051+4.9% | $6,247-15.2% | $3,332+59.0% |
| Admin fee / account holder | $4,120 | $5,420-24.0% | $9,243-55.4% | $4,645-11.3% |