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 | $172,709 | $76,000+127.2% | $154,107+12.1% | $64,186+169.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.38% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,210 | $3,351+85.3% | $5,298+17.2% | $2,381+160.9% |
| Participant deferral / active EE | $4,741 | $3,175+49.3% | $5,081-6.7% | $3,470+36.6% |
| Admin fee / account holder | $590 | $5,596-89.5% | $13,411-95.6% | $4,888-87.9% |