Filed June 24, 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 | $233,255 | $86,286+170.3% | $111,297+109.6% | $85,850+171.7% |
| Participation rate | 72.7% | 73.3%-0.6pp | 77.3%-4.6pp | 69.3%+3.4pp |
| Annual return | 28.07% | 19.99%+8.1pp | 54.65%-26.6pp | 318.53%-290.5pp |
| Employer contribution / active EE | $2,508 | $2,043+22.8% | $2,731-8.2% | $2,565-2.2% |
| Participant deferral / active EE | $5,791 | $3,641+59.1% | $4,487+29.1% | $3,952+46.6% |
| Admin fee / account holder | $7,175 | $8,188-12.4% | $7,964-9.9% | $6,260+14.6% |