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 | $68,003 | $65,409+4.0% | $98,442-30.9% | $85,850-20.8% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.9pp | 69.3%+19.9pp |
| Annual return | 19.50% | 21.76%-2.3pp | 1492.73%-1473.2pp | 318.53%-299.0pp |
| Employer contribution / active EE | $3,391 | $2,168+56.4% | $2,960+14.6% | $2,565+32.2% |
| Participant deferral / active EE | $6,676 | $3,166+110.8% | $4,276+56.1% | $3,952+68.9% |
| Admin fee / account holder | $1,290 | $4,593-71.9% | $5,949-78.3% | $6,260-79.4% |