Filed February 10, 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 | $41,844 | $70,756-40.9% | $65,493-36.1% | $142,382-70.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.90% | 1754.89%-1741.0pp | 982.45%-968.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,458 | $2,881-14.7% | $2,574-4.5% | $4,299-42.8% |
| Participant deferral / active EE | $3,027 | $4,637-34.7% | $3,961-23.6% | $6,507-53.5% |
| Admin fee / account holder | $2,295 | $6,559-65.0% | $5,028-54.4% | $12,624-81.8% |