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 | $57,974 | $110,094-47.3% | $151,611-61.8% | $68,494-15.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -3.00% | -10.12%+7.1pp | 3.33%-6.3pp | -7.84%+4.8pp |
| Employer contribution / active EE | $4,125 | $4,471-7.7% | $6,166-33.1% | $2,596+58.9% |
| Participant deferral / active EE | $4,547 | $6,527-30.3% | $8,363-45.6% | $4,027+12.9% |
| Admin fee / account holder | $3,069 | $7,719-60.2% | $11,616-73.6% | $5,403-43.2% |