Filed November 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 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 | $46,243 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $7,388 | $5,256+40.6% | $4,695+57.3% | $4,876+51.5% |
| Participant deferral / active EE | $11,174 | $6,630+68.5% | $6,247+78.9% | $5,439+105.5% |
| Admin fee / account holder | $4,262 | $10,905-60.9% | $9,243-53.9% | $10,885-60.8% |