Filed March 9, 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 | $44,461 | $57,354-22.5% | $83,848-47.0% | $64,186-30.7% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.5pp | 69.6%+29.0pp |
| Annual return | -5.98% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $694 | $2,545-72.7% | $3,631-80.9% | $2,381-70.8% |
| Participant deferral / active EE | $2,755 | $2,993-8.0% | $4,082-32.5% | $3,470-20.6% |
| Admin fee / account holder | $4,301 | $4,046+6.3% | $5,478-21.5% | $4,888-12.0% |