Filed November 24, 2015
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 | $89,213 | $153,772-42.0% | $133,980-33.4% | $273,961-67.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.80% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $10,477 | $6,029+73.8% | $5,211+101.0% | $4,869+115.2% |
| Participant deferral / active EE | $10,164 | $6,958+46.1% | $6,282+61.8% | $5,287+92.2% |
| Admin fee / account holder | $6,669 | $11,765-43.3% | $9,324-28.5% | $10,132-34.2% |