Filed May 27, 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 | $79,682 | $43,327+83.9% | $59,878+33.1% | $64,186+24.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 1.43% | -1.55%+3.0pp | 3.46%-2.0pp | 7.63%-6.2pp |
| Employer contribution / active EE | $7,509 | $2,028+270.2% | $2,722+175.9% | $2,381+215.4% |
| Participant deferral / active EE | $6,280 | $2,546+146.7% | $3,402+84.6% | $3,470+81.0% |
| Admin fee / account holder | $1,549 | $3,005-48.5% | $3,590-56.9% | $4,888-68.3% |