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 | $58,963 | $42,894+37.5% | $60,874-3.1% | $68,494-13.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 73.1%+20.4pp | 67.9%+25.6pp |
| Annual return | -14.94% | -13.98%-1.0pp | 16.90%-31.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,638 | $2,867+61.8% | $3,817+21.5% | $4,027+15.2% |
| Admin fee / account holder | $406 | $3,101-86.9% | $3,224-87.4% | $5,403-92.5% |