Filed September 20, 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 | $26,227 | $81,248-67.7% | $155,509-83.1% | $80,856-67.6% |
| Participation rate | 85.5% | 66.2%+19.3pp | 78.2%+7.3pp | 67.6%+17.9pp |
| Annual return | 19.07% | 33.31%-14.2pp | 64.67%-45.6pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,487 | $3,100-52.0% | $4,672-68.2% | $2,755-46.0% |
| Participant deferral / active EE | $3,185 | $3,452-7.7% | $5,626-43.4% | $4,296-25.9% |
| Admin fee / account holder | $6,508 | $7,997-18.6% | $15,912-59.1% | $6,918-5.9% |