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 | $89,416 | $91,538-2.3% | $129,995-31.2% | $75,163+19.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.01% | -631.11%+644.1pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,622 | $2,845+27.3% | $4,320-16.1% | $2,670+35.7% |
| Participant deferral / active EE | $3,542 | $4,341-18.4% | $5,820-39.1% | $4,125-14.1% |
| Admin fee / account holder | $17,029 | $6,790+150.8% | $10,614+60.4% | $5,651+201.4% |