Filed January 28, 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 | $241,572 | $154,228+56.6% | $145,433+66.1% | $137,256+76.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $7,713 | $4,804+60.6% | $4,554+69.4% | $4,156+85.6% |
| Participant deferral / active EE | $18,231 | $8,216+121.9% | $7,897+130.8% | $6,407+184.6% |
| Admin fee / account holder | $5,072 | $14,344-64.6% | $13,129-61.4% | $12,270-58.7% |