Filed March 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 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 | $214,935 | $149,679+43.6% | $117,039+83.6% | $147,584+45.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.22% | 19.31%-2.1pp | 18.95%-1.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $10,820 | $4,937+119.2% | $3,785+185.9% | $4,876+121.9% |
| Participant deferral / active EE | $13,561 | $4,912+176.1% | $3,929+245.1% | $5,439+149.3% |
| Admin fee / account holder | $471 | $7,856-94.0% | $5,974-92.1% | $10,885-95.7% |