Filed August 3, 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 10-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 | $147,114 | $85,202+72.7% | $172,739-14.8% | $72,985+101.6% |
| Participation rate | 82.6% | 70.1%+12.5pp | 82.6%0pp | 69.5%+13.1pp |
| Annual return | 23.50% | 27.32%-3.8pp | 802.84%-779.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,240 | $3,324-32.6% | $5,143-56.4% | $2,440-8.2% |
| Participant deferral / active EE | $4,918 | $3,260+50.8% | $5,198-5.4% | $3,607+36.3% |
| Admin fee / account holder | $70,723 | $5,884+1102.0% | $13,954+406.8% | $5,124+1280.1% |