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 | $224,474 | $45,073+398.0% | $69,455+223.2% | $72,985+207.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.12% | 22.65%+0.5pp | 28.97%-5.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,955 | $2,054+189.9% | $2,779+114.3% | $2,440+144.1% |
| Participant deferral / active EE | $12,418 | $2,602+377.3% | $3,535+251.2% | $3,607+244.2% |
| Admin fee / account holder | $14,769 | $3,056+383.3% | $3,839+284.7% | $5,124+188.2% |