Filed April 18, 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 | $199,872 | $214,378-6.8% | $200,582-0.4% | $142,382+40.4% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 14.14% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,360 | $6,841-65.5% | $6,419-63.2% | $4,299-45.1% |
| Participant deferral / active EE | $7,214 | $9,865-26.9% | $9,331-22.7% | $6,507+10.9% |
| Admin fee / account holder | $751 | $17,692-95.8% | $16,305-95.4% | $12,624-94.1% |