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.
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 | $90,453 | $110,094-17.8% | $151,611-40.3% | $68,494+32.1% |
| Participation rate | 94.3% | 84.0%+10.3pp | 87.5%+6.8pp | 67.9%+26.4pp |
| Annual return | -12.49% | -10.12%-2.4pp | 3.33%-15.8pp | -7.84%-4.6pp |
| Employer contribution / active EE | $5,044 | $4,471+12.8% | $6,166-18.2% | $2,596+94.3% |
| Participant deferral / active EE | $3,871 | $6,527-40.7% | $8,363-53.7% | $4,027-3.9% |
| Admin fee / account holder | $6,167 | $7,719-20.1% | $11,616-46.9% | $5,403+14.2% |