Filed December 9, 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 | $51,019 | $60,124-15.1% | $90,404-43.6% | $79,858-36.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.46% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,343 | $2,068+158.4% | $3,262+63.8% | $2,471+116.2% |
| Participant deferral / active EE | $6,430 | $2,938+118.8% | $3,963+62.2% | $3,740+71.9% |
| Admin fee / account holder | $471 | $3,976-88.1% | $5,611-91.6% | $5,306-91.1% |