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 | $129,584 | $109,327+18.5% | $89,391+45.0% | $158,922-18.5% |
| Participation rate | 94.1% | 74.3%+19.9pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 17.45% | 345.68%-328.2pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,376 | $3,170-25.1% | $2,586-8.1% | $4,761-50.1% |
| Participant deferral / active EE | $6,735 | $4,598+46.5% | $3,890+73.1% | $5,982+12.6% |
| Admin fee / account holder | $19,704 | $6,153+220.2% | $4,881+303.7% | $11,246+75.2% |