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 | $57,389 | $54,350+5.6% | $82,719-30.6% | $68,494-16.2% |
| Participation rate | 91.9% | 63.9%+28.0pp | 72.6%+19.3pp | 67.9%+24.0pp |
| Annual return | -14.07% | -13.67%-0.4pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,728 | $2,218+23.0% | $3,009-9.3% | $2,596+5.1% |
| Participant deferral / active EE | $8,694 | $3,246+167.8% | $4,395+97.8% | $4,027+115.9% |
| Admin fee / account holder | $4,603 | $4,395+4.7% | $5,329-13.6% | $5,403-14.8% |