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 | $41,472 | $64,480-35.7% | $81,382-49.0% | $80,856-48.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 15.63% | 16.34%-0.7pp | 24.73%-9.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,273 | $1,978-35.6% | $2,463-48.3% | $2,755-53.8% |
| Participant deferral / active EE | $1,955 | $3,094-36.8% | $3,883-49.7% | $4,296-54.5% |
| Admin fee / account holder | $3,405 | $5,671-40.0% | $5,768-41.0% | $6,918-50.8% |