Filed December 23, 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 | $124,191 | $64,839+91.5% | $95,585+29.9% | $84,808+46.4% |
| Participation rate | 86.8% | 63.8%+23.0pp | 72.1%+14.8pp | 68.3%+18.5pp |
| Annual return | 19.62% | -670.96%+690.6pp | 38.56%-18.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,343 | $1,759+33.2% | $2,527-7.3% | $2,631-10.9% |
| Participant deferral / active EE | $6,389 | $2,965+115.5% | $4,023+58.8% | $4,212+51.7% |
| Admin fee / account holder | $6,820 | $5,964+14.4% | $6,127+11.3% | $7,344-7.1% |