Filed December 21, 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 | $92,106 | $76,552+20.3% | $123,892-25.7% | $62,891+46.5% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 9.05% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,422 | $2,883+88.1% | $4,617+17.4% | $2,281+137.7% |
| Participant deferral / active EE | $9,036 | $4,840+86.7% | $5,984+51.0% | $3,203+182.1% |
| Admin fee / account holder | $6,496 | $4,826+34.6% | $8,357-22.3% | $4,296+51.2% |