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 | $203,712 | $49,177+314.2% | $79,464+156.4% | $64,186+217.4% |
| Participation rate | 92.7% | 65.0%+27.7pp | 73.3%+19.3pp | 69.6%+23.1pp |
| Annual return | -5.86% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,113 | $2,076+146.3% | $2,800+82.6% | $2,381+114.8% |
| Participant deferral / active EE | $14,170 | $2,821+402.2% | $3,704+282.6% | $3,470+308.4% |
| Admin fee / account holder | $33,911 | $3,839+783.4% | $5,113+563.2% | $4,888+593.8% |