Filed April 29, 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 | $107,737 | $81,900+31.5% | $119,609-9.9% | $68,494+57.3% |
| Participation rate | 81.1% | 71.9%+9.2pp | 79.3%+1.8pp | 67.9%+13.2pp |
| Annual return | -13.82% | -23.82%+10.0pp | -14.97%+1.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,335 | $2,693+23.8% | $4,232-21.2% | $2,596+28.4% |
| Participant deferral / active EE | $5,650 | $4,148+36.2% | $5,602+0.9% | $4,027+40.3% |
| Admin fee / account holder | $7,718 | $6,582+17.3% | $10,323-25.2% | $5,403+42.9% |