Filed October 23, 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 8-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 | $97,114 | $66,124+46.9% | $90,404+7.4% | $73,488+32.1% |
| Participation rate | 77.9% | 69.7%+8.2pp | 72.7%+5.2pp | 70.7%+7.2pp |
| Annual return | 26.37% | 17.65%+8.7pp | 1293.02%-1266.6pp | 28.51%-2.1pp |
| Employer contribution / active EE | $4,456 | $2,346+89.9% | $3,262+36.6% | $2,270+96.3% |
| Participant deferral / active EE | $6,977 | $3,039+129.6% | $3,963+76.0% | $3,740+86.6% |
| Admin fee / account holder | $5,431 | $396+1270.8% | $5,611-3.2% | $513+958.6% |