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 | $52,524 | $39,122+34.3% | $57,179-8.1% | $62,891-16.5% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 19.25% | 9.23%+10.0pp | 14.59%+4.7pp | 20.14%-0.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,293 | $2,374+80.8% | $3,096+38.6% | $3,203+34.0% |
| Admin fee / account holder | $6,474 | $2,592+149.8% | $3,139+106.3% | $4,296+50.7% |