Filed July 27, 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 7-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 | $44,914 | $90,600-50.4% | $79,464-43.5% | $135,375-66.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $10,332 | $3,068+236.8% | $2,800+268.9% | $4,779+116.2% |
| Participant deferral / active EE | $6,542 | $4,050+61.5% | $3,704+76.6% | $5,609+16.6% |
| Admin fee / account holder | $853 | $5,907-85.6% | $5,113-83.3% | $10,827-92.1% |