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 | $30,223 | $54,229-44.3% | $70,092-56.9% | $68,494-55.9% |
| Participation rate | 87.9% | 64.5%+23.4pp | 70.5%+17.4pp | 67.9%+20.0pp |
| Annual return | -17.33% | -13.87%-3.5pp | 190.73%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,005 | $2,018-50.2% | $2,559-60.7% | $2,596-61.3% |
| Participant deferral / active EE | $1,621 | $2,956-45.1% | $3,849-57.9% | $4,027-59.7% |
| Admin fee / account holder | $5,776 | $4,694+23.0% | $6,267-7.8% | $5,403+6.9% |