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 | $162,005 | $91,190+77.7% | $178,490-9.2% | $79,858+102.9% |
| Participation rate | 81.6% | 69.2%+12.4pp | 81.9%-0.3pp | 69.6%+12.0pp |
| Annual return | 14.06% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,047 | $3,256-37.1% | $5,011-59.1% | $2,471-17.2% |
| Participant deferral / active EE | $3,945 | $3,236+21.9% | $5,202-24.2% | $3,740+5.5% |
| Admin fee / account holder | $15,944 | $6,751+136.2% | $13,984+14.0% | $5,306+200.5% |