Filed August 31, 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 | $55,646 | $215,361-74.2% | $171,082-67.5% | $273,961-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.72% | 25.14%-20.4pp | 32.56%-27.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $11,304 | $4,967+127.6% | $4,002+182.5% | $4,869+132.2% |
| Participant deferral / active EE | $10,355 | $5,543+86.8% | $4,797+115.8% | $5,287+95.9% |
| Admin fee / account holder | $47,313 | $10,846+336.2% | $8,520+455.3% | $10,132+367.0% |