Filed January 28, 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 9-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 | $124,105 | $78,672+57.8% | $109,143+13.7% | $85,850+44.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.37% | 25.09%-12.7pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $6,635 | $2,735+142.6% | $3,722+78.3% | $2,565+158.6% |
| Participant deferral / active EE | $8,144 | $3,467+134.9% | $4,653+75.0% | $3,952+106.1% |
| Admin fee / account holder | $14,410 | $5,469+163.5% | $6,752+113.4% | $6,260+130.2% |