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 | $144,798 | $138,347+4.7% | $184,203-21.4% | $80,856+79.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.99% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $11,264 | $4,850+132.2% | $6,427+75.3% | $2,755+308.9% |
| Participant deferral / active EE | $7,497 | $7,071+6.0% | $9,131-17.9% | $4,296+74.5% |
| Admin fee / account holder | $11,614 | $10,483+10.8% | $13,901-16.5% | $6,918+67.9% |