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 | $146,118 | $81,460+79.4% | $103,333+41.4% | $80,856+80.7% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | 13.57% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,768 | $3,105+53.6% | $3,868+23.3% | $2,755+73.1% |
| Participant deferral / active EE | $8,238 | $3,869+112.9% | $5,057+62.9% | $4,296+91.8% |
| Admin fee / account holder | $5,173 | $6,566-21.2% | $8,355-38.1% | $6,918-25.2% |