Filed December 21, 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 4-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 | $27,191 | $78,672-65.4% | $109,143-75.1% | $85,850-68.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $4,074 | $2,735+49.0% | $3,722+9.4% | $2,565+58.8% |
| Participant deferral / active EE | $7,516 | $3,467+116.8% | $4,653+61.5% | $3,952+90.2% |
| Admin fee / account holder | $304 | $5,469-94.4% | $6,752-95.5% | $6,260-95.1% |