Filed December 28, 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 9-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 | $137,093 | $214,378-36.1% | $200,582-31.7% | $142,382-3.7% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 17.48% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,612 | $6,841-47.2% | $6,419-43.7% | $4,299-16.0% |
| Participant deferral / active EE | $12,671 | $9,865+28.4% | $9,331+35.8% | $6,507+94.7% |
| Admin fee / account holder | $3,215 | $17,692-81.8% | $16,305-80.3% | $12,624-74.5% |