Filed December 22, 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 | $124,106 | $47,848+159.4% | $81,478+52.3% | $70,131+77.0% |
| Participation rate | 89.1% | 58.3%+30.8pp | 68.0%+21.1pp | 69.5%+19.5pp |
| Annual return | 20.61% | 27.25%-6.6pp | 38.78%-18.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,161 | $1,527+41.5% | $2,568-15.8% | $2,342-7.8% |
| Participant deferral / active EE | $3,916 | $2,453+59.6% | $3,537+10.7% | $3,332+17.5% |
| Admin fee / account holder | $1,460 | $3,145-53.6% | $4,561-68.0% | $4,645-68.6% |