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 | $30,481 | $95,561-68.1% | $77,163-60.5% | $139,434-78.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.85% | 54.92%-44.1pp | 37.87%-27.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,125 | $3,147-0.7% | $2,535+23.3% | $4,751-34.2% |
| Participant deferral / active EE | $3,017 | $4,624-34.8% | $3,833-21.3% | $6,710-55.0% |
| Admin fee / account holder | $70,929 | $8,295+755.1% | $5,472+1196.2% | $11,403+522.0% |