Filed December 21, 2015
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 | $128,700 | $109,881+17.1% | $150,045-14.2% | $84,808+51.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.68% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $5,575 | $3,561+56.6% | $4,693+18.8% | $2,631+111.9% |
| Participant deferral / active EE | $12,476 | $6,636+88.0% | $7,997+56.0% | $4,212+196.2% |
| Admin fee / account holder | $1,956 | $8,568-77.2% | $13,435-85.4% | $7,344-73.4% |