Filed February 26, 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 | $149,124 | $110,809+34.6% | $86,874+71.7% | $167,490-11.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 22.95% | 116.98%-94.0pp | 63.52%-40.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $3,846 | $3,244+18.6% | $2,495+54.1% | $4,837-20.5% |
| Participant deferral / active EE | $3,279 | $4,546-27.9% | $3,699-11.4% | $6,341-48.3% |
| Admin fee / account holder | $7,852 | $8,415-6.7% | $5,828+34.7% | $12,309-36.2% |