Filed August 20, 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 | $165,079 | $74,888+120.4% | $71,209+131.8% | $142,382+15.9% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.1%-3.9pp |
| Annual return | 13.55% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,007 | $2,854+5.3% | $2,721+10.5% | $4,299-30.1% |
| Participant deferral / active EE | $8,228 | $4,454+84.7% | $4,175+97.1% | $6,507+26.4% |
| Admin fee / account holder | $7,131 | $5,568+28.1% | $5,349+33.3% | $12,624-43.5% |