Filed October 20, 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 | $136,741 | $64,707+111.3% | $112,228+21.8% | $68,494+99.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 28.90% | -11.40%+40.3pp | 27.45%+1.5pp | -7.84%+36.7pp |
| Employer contribution / active EE | $26,679 | $2,746+871.6% | $3,635+634.0% | $2,596+927.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,237 | $5,232+38.3% | $6,410+12.9% | $5,403+34.0% |