Filed December 2, 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 | $60,376 | $82,664-27.0% | $125,339-51.8% | $68,494-11.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -19.25% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $5,415 | $3,381+60.2% | $4,814+12.5% | $2,596+108.6% |
| Participant deferral / active EE | $10,182 | $6,110+66.6% | $7,446+36.7% | $4,027+152.8% |
| Admin fee / account holder | $5,649 | $6,275-10.0% | $10,010-43.6% | $5,403+4.6% |