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 | $158,236 | $72,492+118.3% | $87,100+81.7% | $72,985+116.8% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 24.32% | 24.46%-0.1pp | 28.19%-3.9pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,216 | $1,894+69.8% | $2,521+27.5% | $2,440+31.8% |
| Participant deferral / active EE | $3,898 | $3,270+19.2% | $4,049-3.7% | $3,607+8.1% |
| Admin fee / account holder | $1,706 | $5,055-66.2% | $7,497-77.2% | $5,124-66.7% |