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 | $68,097-38.6% | $62,929-33.5% | $137,256-69.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.90% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,458 | $2,811-12.6% | $2,505-1.9% | $4,156-40.9% |
| Participant deferral / active EE | $3,027 | $4,553-33.5% | $3,888-22.2% | $6,407-52.8% |
| Admin fee / account holder | $2,295 | $6,521-64.8% | $5,065-54.7% | $12,270-81.3% |