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 | $67,875 | $57,281+18.5% | $86,612-21.6% | $75,163-9.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.30% | 2670.75%-2647.5pp | 591.07%-567.8pp | 160.62%-137.3pp |
| Employer contribution / active EE | $6,024 | $2,314+160.3% | $3,022+99.3% | $2,670+125.6% |
| Participant deferral / active EE | $7,894 | $3,318+137.9% | $4,438+77.9% | $4,125+91.4% |
| Admin fee / account holder | $7,897 | $4,112+92.1% | $5,614+40.7% | $5,651+39.7% |