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 | $111,633 | $42,894+160.3% | $60,874+83.4% | $68,494+63.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.30% | -13.98%-0.3pp | 16.90%-31.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $8,740 | $1,978+341.8% | $2,701+223.5% | $2,596+236.6% |
| Participant deferral / active EE | $7,669 | $2,867+167.5% | $3,817+100.9% | $4,027+90.4% |
| Admin fee / account holder | $7,847 | $3,101+153.1% | $3,224+143.4% | $5,403+45.2% |