Filed September 8, 2016
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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,789 | $57,976+15.2% | $62,995+6.0% | $62,292+7.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.90% | 17.54%-6.6pp | 87.57%-76.7pp | 28.90%-18.0pp |
| Employer contribution / active EE | $2,789 | $2,415+15.5% | $2,759+1.1% | $2,042+36.6% |
| Participant deferral / active EE | $2,789 | $2,956-5.6% | $3,329-16.2% | $3,169-12.0% |
| Admin fee / account holder | $2,773 | $276+905.5% | $3,600-23.0% | $479+478.4% |