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 | $120,488 | $64,707+86.2% | $112,228+7.4% | $68,494+75.9% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -14.45% | -11.40%-3.0pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,785 | $2,746+37.9% | $3,635+4.1% | $2,596+45.8% |
| Participant deferral / active EE | $8,359 | $3,565+134.5% | $4,728+76.8% | $4,027+107.6% |
| Admin fee / account holder | $9,338 | $5,232+78.5% | $6,410+45.7% | $5,403+72.8% |