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 | $149,709 | $78,672+90.3% | $109,143+37.2% | $85,850+74.4% |
| Participation rate | 87.8% | 68.3%+19.5pp | 75.9%+11.9pp | 69.3%+18.4pp |
| Annual return | 13.66% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,617 | $2,735+32.3% | $3,722-2.8% | $2,565+41.0% |
| Participant deferral / active EE | $7,819 | $3,467+125.5% | $4,653+68.0% | $3,952+97.9% |
| Admin fee / account holder | $15,623 | $5,469+185.6% | $6,752+131.4% | $6,260+149.6% |