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 | $140,685 | $45,035+212.4% | $62,995+123.3% | $70,131+100.6% |
| Participation rate | 84.8% | 69.5%+15.3pp | 74.8%+10.0pp | 69.5%+15.2pp |
| Annual return | 13.55% | 18.76%-5.2pp | 87.57%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $8,214 | $2,051+300.4% | $2,759+197.7% | $2,342+250.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,020 | $2,834+747.5% | $3,600+567.2% | $4,645+417.1% |