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 | $67,673 | $46,553+45.4% | $64,056+5.6% | $75,163-10.0% |
| Participation rate | 95.7% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.5pp |
| Annual return | 15.85% | 26.03%-10.2pp | 33.69%-17.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,408 | $2,837+90.7% | $3,880+39.4% | $4,125+31.1% |
| Admin fee / account holder | $1,417 | $2,952-52.0% | $3,068-53.8% | $5,651-74.9% |