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 | $38,060 | $63,764-40.3% | $81,930-53.5% | $79,858-52.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.39% | 22.66%-7.3pp | 29.49%-14.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $778 | $1,795-56.6% | $4,310-81.9% | $2,471-68.5% |
| Participant deferral / active EE | $1,520 | $2,780-45.3% | $7,107-78.6% | $3,740-59.3% |
| Admin fee / account holder | $1,569 | $4,426-64.6% | $5,158-69.6% | $5,306-70.4% |