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 | $54,576 | $64,307-15.1% | $57,343-4.8% | $125,391-56.5% |
| Participation rate | 87.0% | 78.6%+8.3pp | 75.1%+11.9pp | 83.2%+3.8pp |
| Annual return | 9.33% | 25.12%-15.8pp | 24.39%-15.1pp | 282.22%-272.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,662 | $3,848-4.8% | $3,162+15.8% | $5,352-31.6% |
| Admin fee / account holder | $5,233 | $5,242-0.2% | $3,356+55.9% | $9,540-45.2% |