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 | $80,126 | $138,347-42.1% | $184,203-56.5% | $80,856-0.9% |
| Participation rate | 93.8% | 83.9%+10.0pp | 86.8%+7.0pp | 67.6%+26.2pp |
| Annual return | 13.88% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,482 | $4,850+13.0% | $6,427-14.7% | $2,755+99.0% |
| Participant deferral / active EE | $5,115 | $7,071-27.7% | $9,131-44.0% | $4,296+19.1% |
| Admin fee / account holder | $2,383 | $10,483-77.3% | $13,901-82.9% | $6,918-65.6% |