Filed January 22, 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 | $182,282 | $110,094+65.6% | $151,611+20.2% | $68,494+166.1% |
| Participation rate | 98.6% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | 6.21% | -10.12%+16.3pp | 3.33%+2.9pp | -7.84%+14.1pp |
| Employer contribution / active EE | $4,302 | $4,471-3.8% | $6,166-30.2% | $2,596+65.7% |
| Participant deferral / active EE | $3,954 | $6,527-39.4% | $8,363-52.7% | $4,027-1.8% |
| Admin fee / account holder | $1,142 | $7,719-85.2% | $11,616-90.2% | $5,403-78.9% |