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 | $134,825 | $65,365+106.3% | $92,893+45.1% | $72,985+84.7% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 20.26% | 42.10%-21.8pp | 109.41%-89.2pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,462 | $2,594+33.5% | $3,653-5.2% | $2,440+41.9% |
| Participant deferral / active EE | $7,656 | $3,128+144.7% | $4,236+80.7% | $3,607+112.2% |
| Admin fee / account holder | $3,724 | $4,251-12.4% | $5,794-35.7% | $5,124-27.3% |