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 | $99,345 | $71,883+38.2% | $86,677+14.6% | $68,494+45.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.94% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,619 | $2,173+20.5% | $2,836-7.7% | $2,596+0.9% |
| Participant deferral / active EE | $4,000 | $3,779+5.9% | $4,656-14.1% | $4,027-0.7% |
| Admin fee / account holder | $9,234 | $6,112+51.1% | $7,493+23.2% | $5,403+70.9% |