Filed February 12, 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 | $38,283 | $74,089-48.3% | $133,980-71.4% | $55,167-30.6% |
| Participation rate | 92.1% | 84.3%+7.8pp | 87.1%+5.0pp | 69.0%+23.1pp |
| Annual return | 12.36% | 12.11%+0.2pp | 29.30%-16.9pp | 169.23%-156.9pp |
| Employer contribution / active EE | $2,913 | $3,064-4.9% | $5,211-44.1% | $1,963+48.4% |
| Participant deferral / active EE | $7,463 | $4,678+59.5% | $6,282+18.8% | $3,054+144.3% |
| Admin fee / account holder | $3,419 | $458+646.3% | $9,324-63.3% | $504+578.6% |