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 | $58,319 | $68,346-14.7% | $94,646-38.4% | $75,163-22.4% |
| Participation rate | 91.4% | 76.1%+15.3pp | 80.8%+10.6pp | 67.2%+24.2pp |
| Annual return | 52.25% | 616.93%-564.7pp | 156.71%-104.5pp | 160.62%-108.4pp |
| Employer contribution / active EE | $5,813 | $2,701+115.2% | $3,672+58.3% | $2,670+117.7% |
| Participant deferral / active EE | $6,584 | $6,537+0.7% | $7,418-11.2% | $4,125+59.6% |
| Admin fee / account holder | $3,200 | $5,326-39.9% | $7,231-55.7% | $5,651-43.4% |