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 | $72,071+129.0% | $68,368+141.5% | $137,256+20.3% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.0%-3.8pp |
| Annual return | 13.55% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,007 | $2,788+7.9% | $2,649+13.5% | $4,156-27.6% |
| Participant deferral / active EE | $8,228 | $4,410+86.6% | $4,123+99.6% | $6,407+28.4% |
| Admin fee / account holder | $7,131 | $5,336+33.7% | $5,150+38.5% | $12,270-41.9% |