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 | $172,550 | $78,422+120.0% | $95,952+79.8% | $79,858+116.1% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 14.29% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,804 | $1,945+44.1% | $2,541+10.3% | $2,471+13.5% |
| Participant deferral / active EE | $4,439 | $3,440+29.1% | $4,167+6.5% | $3,740+18.7% |
| Admin fee / account holder | $8,809 | $5,622+56.7% | $6,795+29.6% | $5,306+66.0% |