Filed August 7, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,201 | $94,529-10.9% | $140,016-39.9% | $64,186+31.2% |
| Participation rate | 78.1% | 84.1%-6.0pp | 87.5%-9.4pp | 69.6%+8.6pp |
| Annual return | -2.21% | 7.77%-10.0pp | 651.12%-653.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,178 | $3,812+9.6% | $5,606-25.5% | $2,381+75.5% |
| Participant deferral / active EE | $2,269 | $5,250-56.8% | $6,927-67.2% | $3,470-34.6% |
| Admin fee / account holder | $2,200 | $6,741-67.4% | $10,705-79.5% | $4,888-55.0% |