Filed April 1, 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 | $130,795 | $54,726+139.0% | $68,793+90.1% | $64,186+103.8% |
| Participation rate | 81.1% | 68.0%+13.1pp | 72.2%+8.9pp | 69.6%+11.5pp |
| Annual return | -3.69% | -1.62%-2.1pp | -4.63%+0.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,822 | $1,846-1.3% | $2,625-30.6% | $2,381-23.5% |
| Participant deferral / active EE | $6,014 | $2,626+129.0% | $3,311+81.6% | $3,470+73.3% |
| Admin fee / account holder | $5,669 | $4,027+40.8% | $5,131+10.5% | $4,888+16.0% |