Filed December 22, 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 | $104,470 | $72,492+44.1% | $87,100+19.9% | $72,985+43.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.41% | 24.46%-5.0pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,125 | $1,894+12.2% | $2,521-15.7% | $2,440-12.9% |
| Participant deferral / active EE | $3,584 | $3,270+9.6% | $4,049-11.5% | $3,607-0.6% |
| Admin fee / account holder | $2,765 | $5,055-45.3% | $7,497-63.1% | $5,124-46.1% |