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 | $40,566 | $69,515-41.6% | $86,874-53.3% | $85,850-52.7% |
| Participation rate | 93.3% | 66.3%+27.0pp | 71.6%+21.7pp | 69.3%+24.0pp |
| Annual return | 12.50% | 20.12%-7.6pp | 63.52%-51.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $736 | $1,880-60.9% | $2,495-70.5% | $2,565-71.3% |
| Participant deferral / active EE | $1,458 | $2,919-50.0% | $3,699-60.6% | $3,952-63.1% |
| Admin fee / account holder | $3,693 | $5,972-38.2% | $5,828-36.6% | $6,260-41.0% |