Filed November 25, 2015
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 7-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 | $39,072 | $59,107-33.9% | $86,436-54.8% | $68,494-43.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.75% | -0.23%-11.5pp | 4394.89%-4406.6pp | -7.84%-3.9pp |
| Employer contribution / active EE | $6,422 | $2,519+155.0% | $3,769+70.4% | $2,596+147.4% |
| Participant deferral / active EE | $4,372 | $5,901-25.9% | $6,952-37.1% | $4,027+8.6% |
| Admin fee / account holder | $5,068 | $5,637-10.1% | $6,731-24.7% | $5,403-6.2% |