Filed November 17, 2015
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 | $131,319 | $94,529+38.9% | $140,016-6.2% | $64,186+104.6% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | -5.31% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,139 | $3,812+87.3% | $5,606+27.4% | $2,381+199.9% |
| Participant deferral / active EE | $12,554 | $5,250+139.1% | $6,927+81.2% | $3,470+261.8% |
| Admin fee / account holder | $10,301 | $6,741+52.8% | $10,705-3.8% | $4,888+110.7% |