Filed September 8, 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 8-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 | $57,511 | $95,416-39.7% | $185,823-69.1% | $85,850-33.0% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 12.87% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,632 | $3,314-50.8% | $5,167-68.4% | $2,565-36.4% |
| Participant deferral / active EE | $11,417 | $3,423+233.5% | $5,568+105.0% | $3,952+188.9% |
| Admin fee / account holder | $2,611 | $7,213-63.8% | $16,237-83.9% | $6,260-58.3% |