Filed November 9, 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 | $115,851 | $123,793-6.4% | $177,821-34.8% | $79,858+45.1% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 15.42% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,157 | $4,095-22.9% | $5,918-46.7% | $2,471+27.8% |
| Participant deferral / active EE | $6,065 | $5,956+1.8% | $7,714-21.4% | $3,740+62.2% |
| Admin fee / account holder | $1,644 | $7,243-77.3% | $12,427-86.8% | $5,306-69.0% |