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 | $91,190 | $125,758-27.5% | $169,993-46.4% | $75,163+21.3% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 13.88% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $5,635 | $4,615+22.1% | $6,785-17.0% | $2,670+111.1% |
| Participant deferral / active EE | $3,997 | $6,837-41.5% | $10,408-61.6% | $4,125-3.1% |
| Admin fee / account holder | $10,107 | $8,173+23.7% | $12,815-21.1% | $5,651+78.9% |