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 | $158,398-15.0% | $126,539+6.4% | $142,382-5.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 11.99% | 593.76%-581.8pp | 425.95%-414.0pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,822 | $4,650-60.8% | $3,674-50.4% | $4,299-57.6% |
| Participant deferral / active EE | $8,173 | $4,767+71.5% | $4,083+100.2% | $6,507+25.6% |
| Admin fee / account holder | $8,115 | $6,918+17.3% | $6,065+33.8% | $12,624-35.7% |