Filed November 15, 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 | $112,282 | $100,041+12.2% | $149,718-25.0% | $70,131+60.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 14.16% | 27.43%-13.3pp | 1501.63%-1487.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,539 | $3,662-58.0% | $5,445-71.7% | $2,342-34.3% |
| Participant deferral / active EE | $6,439 | $4,983+29.2% | $6,569-2.0% | $3,332+93.3% |
| Admin fee / account holder | $10,376 | $8,286+25.2% | $11,283-8.0% | $4,645+123.4% |