Filed August 8, 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 | $72,777 | $45,152+61.2% | $73,843-1.4% | $59,632+22.0% |
| Participation rate | 94.8% | 64.0%+30.8pp | 73.4%+21.4pp | 68.7%+26.2pp |
| Annual return | -1.09% | 27.40%-28.5pp | 2267.84%-2268.9pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $6,752 | $1,902+255.0% | $2,787+142.2% | $2,203+206.5% |
| Participant deferral / active EE | $7,806 | $2,574+203.3% | $3,583+117.8% | $3,192+144.6% |
| Admin fee / account holder | $4,758 | $3,516+35.3% | $4,880-2.5% | $4,297+10.7% |