Filed May 26, 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 | $60,080 | $53,127+13.1% | $86,590-30.6% | $70,131-14.3% |
| Participation rate | 96.2% | 65.3%+30.8pp | 73.5%+22.6pp | 69.5%+26.6pp |
| Annual return | 18.36% | 27.66%-9.3pp | 964.84%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,150 | $2,068+52.3% | $2,839+10.9% | $2,342+34.5% |
| Participant deferral / active EE | $7,255 | $2,696+169.1% | $3,609+101.0% | $3,332+117.8% |
| Admin fee / account holder | $4,902 | $3,585+36.7% | $4,906-0.1% | $4,645+5.5% |