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 | $127,627 | $57,354+122.5% | $83,848+52.2% | $64,186+98.8% |
| Participation rate | 81.0% | 68.6%+12.3pp | 76.1%+4.8pp | 69.6%+11.4pp |
| Annual return | -7.11% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,629 | $2,545+42.6% | $3,631-0.1% | $2,381+52.4% |
| Participant deferral / active EE | $8,547 | $2,993+185.6% | $4,082+109.4% | $3,470+146.4% |
| Admin fee / account holder | $1,726 | $4,046-57.3% | $5,478-68.5% | $4,888-64.7% |