Filed April 3, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,162 | $201,272-82.0% | $184,203-80.4% | $145,922-75.2% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 8.65% | 29.00%-20.3pp | 28.81%-20.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,876 | $7,022-73.3% | $6,427-70.8% | $4,660-59.7% |
| Participant deferral / active EE | $4,431 | $9,806-54.8% | $9,131-51.5% | $6,688-33.7% |
| Admin fee / account holder | $9,126 | $16,364-44.2% | $13,901-34.3% | $13,397-31.9% |