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 | $34,231 | $59,101-42.1% | $77,163-55.6% | $75,163-54.5% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.6%+27.5pp | 67.2%+29.9pp |
| Annual return | 17.78% | 26.71%-8.9pp | 37.87%-20.1pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,072 | $1,995-46.3% | $2,535-57.7% | $2,670-59.9% |
| Participant deferral / active EE | $1,652 | $2,999-44.9% | $3,833-56.9% | $4,125-59.9% |
| Admin fee / account holder | $2,528 | $4,774-47.1% | $5,472-53.8% | $5,651-55.3% |