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 | $126,532 | $91,538+38.2% | $129,995-2.7% | $75,163+68.3% |
| Participation rate | 77.3% | 71.4%+5.9pp | 78.5%-1.2pp | 67.2%+10.1pp |
| Annual return | 18.44% | -631.11%+649.5pp | -137.18%+155.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,472 | $2,845+22.0% | $4,320-19.6% | $2,670+30.0% |
| Participant deferral / active EE | $5,725 | $4,341+31.9% | $5,820-1.6% | $4,125+38.8% |
| Admin fee / account holder | $3,835 | $6,790-43.5% | $10,614-63.9% | $5,651-32.1% |