Filed November 10, 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 | $192,511 | $84,233+128.5% | $170,442+12.9% | $70,131+174.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.80% | 23.06%-7.3pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $5,753 | $3,387+69.9% | $5,433+5.9% | $2,342+145.6% |
| Participant deferral / active EE | $4,842 | $3,086+56.9% | $4,939-2.0% | $3,332+45.3% |
| Admin fee / account holder | $4,251 | $5,698-25.4% | $13,880-69.4% | $4,645-8.5% |