Filed December 14, 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 | $59,535 | $45,035+32.2% | $62,995-5.5% | $70,131-15.1% |
| Participation rate | 93.5% | 69.5%+24.0pp | 74.8%+18.7pp | 69.5%+24.0pp |
| Annual return | 20.64% | 18.76%+1.9pp | 87.57%-66.9pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,986 | $2,465+102.3% | $3,329+49.8% | $3,332+49.6% |
| Admin fee / account holder | $5,903 | $2,834+108.3% | $3,600+64.0% | $4,645+27.1% |