Filed March 30, 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 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 | $134,616 | $149,040-9.7% | $120,225+12.0% | $137,256-1.9% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 11.99% | 605.68%-593.7pp | 439.23%-427.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,822 | $4,350-58.1% | $3,475-47.6% | $4,156-56.2% |
| Participant deferral / active EE | $8,173 | $4,655+75.6% | $3,999+104.4% | $6,407+27.6% |
| Admin fee / account holder | $8,115 | $6,348+27.8% | $5,696+42.5% | $12,270-33.9% |