Filed May 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 | $59,800 | $123,793-51.7% | $177,821-66.4% | $79,858-25.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 27.34% | 22.82%+4.5pp | 48.32%-21.0pp | 31.71%-4.4pp |
| Employer contribution / active EE | $5,052 | $4,095+23.4% | $5,918-14.6% | $2,471+104.5% |
| Participant deferral / active EE | $4,970 | $5,956-16.6% | $7,714-35.6% | $3,740+32.9% |
| Admin fee / account holder | $623 | $7,243-91.4% | $12,427-95.0% | $5,306-88.3% |