Filed November 26, 2014
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 | $138,853 | $63,346+119.2% | $92,233+50.5% | $70,131+98.0% |
| Participation rate | 78.4% | 68.7%+9.7pp | 76.5%+1.9pp | 69.5%+8.8pp |
| Annual return | 15.54% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,950 | $2,471+59.9% | $3,679+7.4% | $2,342+68.6% |
| Participant deferral / active EE | $8,629 | $2,854+202.4% | $3,897+121.4% | $3,332+159.0% |
| Admin fee / account holder | $11,792 | $3,840+207.1% | $5,194+127.0% | $4,645+153.8% |