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 | $215,235 | $42,894+401.8% | $60,874+253.6% | $68,494+214.2% |
| Participation rate | 89.8% | 66.8%+23.0pp | 73.1%+16.7pp | 67.9%+21.9pp |
| Annual return | -18.16% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,338 | $1,978+169.9% | $2,701+97.6% | $2,596+105.6% |
| Participant deferral / active EE | $11,747 | $2,867+309.8% | $3,817+207.8% | $4,027+191.7% |
| Admin fee / account holder | $12,824 | $3,101+313.6% | $3,224+297.7% | $5,403+137.4% |