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 | $79,746 | $82,664-3.5% | $125,339-36.4% | $68,494+16.4% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -9.18% | -5.97%-3.2pp | 572.05%-581.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $5,675 | $3,381+67.9% | $4,814+17.9% | $2,596+118.6% |
| Participant deferral / active EE | $10,342 | $6,110+69.3% | $7,446+38.9% | $4,027+156.8% |
| Admin fee / account holder | $21,005 | $6,275+234.7% | $10,010+109.8% | $5,403+288.8% |