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 | $57,457 | $77,813-26.2% | $123,544-53.5% | $64,186-10.5% |
| Participation rate | 79.1% | 74.7%+4.4pp | 82.3%-3.2pp | 69.6%+9.5pp |
| Annual return | 57.30% | 12.48%+44.8pp | 119.20%-61.9pp | 7.63%+49.7pp |
| Employer contribution / active EE | $4,375 | $3,014+45.2% | $4,628-5.5% | $2,381+83.8% |
| Participant deferral / active EE | $7,185 | $5,240+37.1% | $6,426+11.8% | $3,470+107.1% |
| Admin fee / account holder | $396 | $5,519-92.8% | $9,284-95.7% | $4,888-91.9% |