Filed April 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 | $93,470 | $81,900+14.1% | $119,609-21.9% | $68,494+36.5% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -16.17% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,482 | $2,693+29.3% | $4,232-17.7% | $2,596+34.1% |
| Participant deferral / active EE | $3,670 | $4,148-11.5% | $5,602-34.5% | $4,027-8.9% |
| Admin fee / account holder | $1,706 | $6,582-74.1% | $10,323-83.5% | $5,403-68.4% |