Filed June 7, 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 | $49,276 | $158,398-68.9% | $126,539-61.1% | $142,382-65.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.30% | 593.76%-576.5pp | 425.95%-408.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,243 | $4,650-8.8% | $3,674+15.5% | $4,299-1.3% |
| Participant deferral / active EE | $3,586 | $4,767-24.8% | $4,083-12.2% | $6,507-44.9% |
| Admin fee / account holder | $753 | $6,918-89.1% | $6,065-87.6% | $12,624-94.0% |