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 | $162,247 | $101,724+59.5% | $164,813-1.6% | $80,856+100.7% |
| Participation rate | 79.2% | 71.8%+7.3pp | 78.6%+0.6pp | 67.6%+11.5pp |
| Annual return | 15.62% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,739 | $2,953+26.6% | $4,341-13.9% | $2,755+35.7% |
| Participant deferral / active EE | $6,039 | $4,477+34.9% | $6,031+0.1% | $4,296+40.6% |
| Admin fee / account holder | $5,829 | $8,227-29.2% | $12,690-54.1% | $6,918-15.7% |