Filed October 3, 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 | $149,136 | $67,606+120.6% | $82,313+81.2% | $70,131+112.7% |
| Participation rate | 98.5% | 72.8%+25.8pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 16.72% | 21.57%-4.8pp | 25.88%-9.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,503 | $1,755+99.6% | $2,428+44.3% | $2,342+49.6% |
| Participant deferral / active EE | $3,052 | $2,987+2.2% | $3,706-17.6% | $3,332-8.4% |
| Admin fee / account holder | $10,133 | $4,512+124.6% | $5,608+80.7% | $4,645+118.1% |