Filed September 30, 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 | $182,185 | $43,327+320.5% | $59,878+204.3% | $64,186+183.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.23% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,683 | $2,028+180.2% | $2,722+108.8% | $2,381+138.7% |
| Participant deferral / active EE | $11,279 | $2,546+343.0% | $3,402+231.5% | $3,470+225.1% |
| Admin fee / account holder | $6,224 | $3,005+107.1% | $3,590+73.4% | $4,888+27.3% |