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 | $87,353 | $98,750-11.5% | $149,696-41.6% | $79,858+9.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 14.24% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $6,829 | $3,216+112.3% | $4,644+47.0% | $2,471+176.4% |
| Participant deferral / active EE | $11,490 | $5,680+102.3% | $6,842+67.9% | $3,740+207.2% |
| Admin fee / account holder | $4,811 | $6,053-20.5% | $9,309-48.3% | $5,306-9.3% |