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 | $229,446 | $81,248+182.4% | $155,509+47.5% | $80,856+183.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.38% | 33.31%-12.9pp | 64.67%-44.3pp | 35.59%-15.2pp |
| Employer contribution / active EE | $6,241 | $3,100+101.3% | $4,672+33.6% | $2,755+126.6% |
| Participant deferral / active EE | $6,190 | $3,452+79.3% | $5,626+10.0% | $4,296+44.1% |
| Admin fee / account holder | $8,440 | $7,997+5.5% | $15,912-47.0% | $6,918+22.0% |