Filed May 13, 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 | $244,811 | $162,781+50.4% | $133,956+82.8% | $158,922+54.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.63% | 41.94%-35.3pp | 45.09%-38.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $10,113 | $4,975+103.3% | $3,919+158.1% | $4,761+112.4% |
| Participant deferral / active EE | $4,818 | $5,911-18.5% | $5,048-4.5% | $5,982-19.5% |
| Admin fee / account holder | $560 | $11,736-95.2% | $8,927-93.7% | $11,246-95.0% |