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 | $82,852 | $77,503+6.9% | $100,391-17.5% | $80,856+2.5% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.6%+24.7pp |
| Annual return | 26.74% | 37.20%-10.5pp | 49.20%-22.5pp | 35.59%-8.9pp |
| Employer contribution / active EE | $5,726 | $2,801+104.4% | $3,942+45.3% | $2,755+107.8% |
| Participant deferral / active EE | $7,868 | $6,820+15.4% | $8,082-2.6% | $4,296+83.1% |
| Admin fee / account holder | $339 | $5,897-94.2% | $7,899-95.7% | $6,918-95.1% |