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 | $241,157 | $54,350+343.7% | $82,719+191.5% | $68,494+252.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.26% | -13.67%-3.6pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,938 | $2,218+212.8% | $3,009+130.6% | $2,596+167.2% |
| Participant deferral / active EE | $15,475 | $3,246+376.8% | $4,395+252.1% | $4,027+284.3% |
| Admin fee / account holder | $8,377 | $4,395+90.6% | $5,329+57.2% | $5,403+55.0% |