Filed February 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 | $103,568 | $78,422+32.1% | $95,952+7.9% | $79,858+29.7% |
| Participation rate | 92.5% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+22.9pp |
| Annual return | 20.56% | 19.37%+1.2pp | 91.61%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,483 | $1,945+27.6% | $2,541-2.3% | $2,471+0.5% |
| Participant deferral / active EE | $6,278 | $3,440+82.5% | $4,167+50.7% | $3,740+67.9% |
| Admin fee / account holder | $14,911 | $5,622+165.2% | $6,795+119.4% | $5,306+181.0% |