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 | $72,401 | $49,227+47.1% | $70,449+2.8% | $79,858-9.3% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 15.20% | 30.06%-14.9pp | 109.03%-93.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,362 | $2,768+93.8% | $3,709+44.6% | $3,740+43.4% |
| Admin fee / account holder | $2,930 | $2,878+1.8% | $3,845-23.8% | $5,306-44.8% |