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 | $65,784 | $137,414-52.1% | $189,513-65.3% | $85,850-23.4% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.8pp | 69.3%+20.3pp |
| Annual return | 17.66% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,139 | $4,344+18.3% | $6,162-16.6% | $2,565+100.3% |
| Participant deferral / active EE | $5,307 | $6,260-15.2% | $8,221-35.4% | $3,952+34.3% |
| Admin fee / account holder | $1,900 | $8,630-78.0% | $12,045-84.2% | $6,260-69.7% |