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 | $103,448 | $45,073+129.5% | $69,455+48.9% | $72,985+41.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.39% | 22.65%-1.3pp | 28.97%-7.6pp | 81.00%-59.6pp |
| Employer contribution / active EE | $8,497 | $2,054+313.7% | $2,779+205.8% | $2,440+248.3% |
| Participant deferral / active EE | $7,089 | $2,602+172.5% | $3,535+100.5% | $3,607+96.5% |
| Admin fee / account holder | $1,084 | $3,056-64.5% | $3,839-71.8% | $5,124-78.8% |