Filed October 23, 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 | $134,180 | $91,538+46.6% | $129,995+3.2% | $75,163+78.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.87% | -631.11%+645.0pp | -137.18%+151.0pp | 160.62%-146.7pp |
| Employer contribution / active EE | $6,262 | $2,845+120.1% | $4,320+45.0% | $2,670+134.5% |
| Participant deferral / active EE | $4,419 | $4,341+1.8% | $5,820-24.1% | $4,125+7.1% |
| Admin fee / account holder | $2,406 | $6,790-64.6% | $10,614-77.3% | $5,651-57.4% |