Filed July 21, 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 9-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 | $126,333 | $65,409+93.1% | $98,442+28.3% | $85,850+47.2% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.3%+14.0pp |
| Annual return | 13.29% | 21.76%-8.5pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,017 | $2,168+131.5% | $2,960+69.5% | $2,565+95.6% |
| Participant deferral / active EE | $6,484 | $3,166+104.8% | $4,276+51.6% | $3,952+64.1% |
| Admin fee / account holder | $20,604 | $4,593+348.6% | $5,949+246.3% | $6,260+229.1% |