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 | $102,692 | $80,968+26.8% | $96,544+6.4% | $75,163+36.6% |
| Participation rate | 87.7% | 71.8%+15.9pp | 76.0%+11.7pp | 67.2%+20.5pp |
| Annual return | 18.13% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,167 | $2,282+38.8% | $2,965+6.8% | $2,670+18.6% |
| Participant deferral / active EE | $6,187 | $3,928+57.5% | $4,851+27.5% | $4,125+50.0% |
| Admin fee / account holder | $12,474 | $6,724+85.5% | $8,252+51.2% | $5,651+120.7% |