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 | $217,352 | $165,984+30.9% | $164,813+31.9% | $145,922+49.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.55% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,743 | $5,273-66.9% | $4,341-59.8% | $4,660-62.6% |
| Participant deferral / active EE | $2,360 | $6,959-66.1% | $6,031-60.9% | $6,688-64.7% |
| Admin fee / account holder | $13,583 | $16,648-18.4% | $12,690+7.0% | $13,397+1.4% |