Filed May 31, 2016
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 | $66,110 | $109,881-39.8% | $150,045-55.9% | $84,808-22.0% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.78% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,177 | $3,561-10.8% | $4,693-32.3% | $2,631+20.7% |
| Participant deferral / active EE | $11,208 | $6,636+68.9% | $7,997+40.1% | $4,212+166.1% |
| Admin fee / account holder | $20,387 | $8,568+137.9% | $13,435+51.7% | $7,344+177.6% |