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 | $184,150 | $85,202+116.1% | $172,739+6.6% | $72,985+152.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.36% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.6pp |
| Employer contribution / active EE | $6,003 | $3,324+80.6% | $5,143+16.7% | $2,440+146.0% |
| Participant deferral / active EE | $4,512 | $3,260+38.4% | $5,198-13.2% | $3,607+25.1% |
| Admin fee / account holder | $2,644 | $5,884-55.1% | $13,954-81.1% | $5,124-48.4% |