Filed December 14, 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 | $136,198 | $40,256+238.3% | $57,343+137.5% | $59,632+128.4% |
| Participation rate | 81.5% | 69.2%+12.3pp | 75.1%+6.4pp | 68.7%+12.8pp |
| Annual return | 1.78% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $5,965 | $1,922+210.4% | $2,689+121.9% | $2,203+170.8% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,014 | $2,818+148.9% | $3,356+109.0% | $4,297+63.2% |