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 | $208,963 | $73,867+182.9% | $143,757+45.4% | $68,494+205.1% |
| Participation rate | 81.1% | 66.7%+14.4pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -16.61% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $9,000 | $3,184+182.6% | $4,951+81.8% | $2,596+246.6% |
| Participant deferral / active EE | $7,097 | $3,384+109.7% | $5,637+25.9% | $4,027+76.2% |
| Admin fee / account holder | $81,238 | $5,755+1311.7% | $14,673+453.7% | $5,403+1403.6% |