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 | $34,972 | $64,707-46.0% | $112,228-68.8% | $68,494-48.9% |
| Participation rate | 97.4% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.5pp |
| Annual return | -10.79% | -11.40%+0.6pp | 27.45%-38.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,402 | $2,746+23.9% | $3,635-6.4% | $2,596+31.1% |
| Participant deferral / active EE | $6,874 | $3,565+92.8% | $4,728+45.4% | $4,027+70.7% |
| Admin fee / account holder | $1,975 | $5,232-62.3% | $6,410-69.2% | $5,403-63.4% |