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 | $127,612 | $77,899+63.8% | $149,673-14.7% | $75,163+69.8% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.8pp | 67.2%+21.3pp |
| Annual return | 18.00% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,808 | $3,137-42.4% | $4,818-62.5% | $2,670-32.3% |
| Participant deferral / active EE | $3,436 | $3,411+0.7% | $5,680-39.5% | $4,125-16.7% |
| Admin fee / account holder | $55,286 | $5,956+828.2% | $13,210+318.5% | $5,651+878.4% |