Filed March 8, 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 | $110,040 | $110,0940% | $151,611-27.4% | $68,494+60.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.52% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,747 | $4,471+95.6% | $6,166+41.9% | $2,596+236.9% |
| Participant deferral / active EE | $7,038 | $6,527+7.8% | $8,363-15.8% | $4,027+74.8% |
| Admin fee / account holder | $19,706 | $7,719+155.3% | $11,616+69.7% | $5,403+264.7% |