Filed December 9, 2015
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 | $86,636 | $78,705+10.1% | $117,854-26.5% | $70,131+23.5% |
| Participation rate | 76.5% | 73.2%+3.3pp | 79.7%-3.2pp | 69.5%+6.9pp |
| Annual return | 19.16% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $7,213 | $2,223+224.4% | $3,786+90.5% | $2,342+207.9% |
| Participant deferral / active EE | $5,418 | $3,297+64.3% | $4,482+20.9% | $3,332+62.6% |
| Admin fee / account holder | $11,030 | $5,065+117.8% | $8,020+37.5% | $4,645+137.4% |