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 | $152,567 | $72,277+111.1% | $101,248+50.7% | $79,858+91.0% |
| Participation rate | 93.5% | 68.5%+25.0pp | 75.8%+17.7pp | 69.6%+23.8pp |
| Annual return | 13.52% | 22.30%-8.8pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,016 | $2,692+49.2% | $3,660+9.7% | $2,471+62.5% |
| Participant deferral / active EE | $8,774 | $3,282+167.4% | $4,370+100.8% | $3,740+134.6% |
| Admin fee / account holder | $582 | $4,400-86.8% | $5,945-90.2% | $5,306-89.0% |