Filed October 5, 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 | $48,869 | $82,032-40.4% | $123,104-60.3% | $59,632-18.0% |
| Participation rate | 81.4% | 83.2%-1.8pp | 86.8%-5.4pp | 68.7%+12.7pp |
| Annual return | -1.57% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,999 | $3,297-39.4% | $5,151-61.2% | $2,203-9.2% |
| Participant deferral / active EE | $2,330 | $4,667-50.1% | $6,230-62.6% | $3,192-27.0% |
| Admin fee / account holder | $658 | $5,881-88.8% | $9,015-92.7% | $4,297-84.7% |