Filed December 28, 2015
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 | $99,164 | $138,044-28.2% | $125,339-20.9% | $134,475-26.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,469 | $5,243-72.0% | $4,814-69.5% | $4,740-69.0% |
| Participant deferral / active EE | $5,052 | $7,799-35.2% | $7,446-32.2% | $6,400-21.1% |
| Admin fee / account holder | $4,449 | $11,571-61.6% | $10,010-55.6% | $11,426-61.1% |