Filed September 9, 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 | $228,266 | $45,152+405.6% | $73,843+209.1% | $59,632+282.8% |
| Participation rate | 92.9% | 64.0%+28.8pp | 73.4%+19.4pp | 68.7%+24.2pp |
| Annual return | 0.71% | 27.40%-26.7pp | 2267.84%-2267.1pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $5,395 | $1,902+183.7% | $2,787+93.6% | $2,203+145.0% |
| Participant deferral / active EE | $12,558 | $2,574+387.9% | $3,583+250.5% | $3,192+293.5% |
| Admin fee / account holder | $9,748 | $3,516+177.2% | $4,880+99.8% | $4,297+126.9% |