Filed June 4, 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 | $236,961 | $90,600+161.5% | $79,464+198.2% | $135,375+75.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.92% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $20,294 | $3,068+561.5% | $2,800+624.7% | $4,779+324.7% |
| Participant deferral / active EE | $7,607 | $4,050+87.8% | $3,704+105.4% | $5,609+35.6% |
| Admin fee / account holder | $1,234 | $5,907-79.1% | $5,113-75.9% | $10,827-88.6% |