Filed May 19, 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 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 | $219,299 | $83,902+161.4% | $167,512+30.9% | $84,808+158.6% |
| Participation rate | 70.7% | 66.5%+4.3pp | 77.1%-6.3pp | 68.3%+2.4pp |
| Annual return | 1.31% | 91.55%-90.2pp | 1615.79%-1614.5pp | 40.90%-39.6pp |
| Employer contribution / active EE | $5,974 | $2,264+163.9% | $3,882+53.9% | $2,631+127.1% |
| Participant deferral / active EE | $6,310 | $4,442+42.0% | $6,405-1.5% | $4,212+49.8% |
| Admin fee / account holder | $15,486 | $7,915+95.7% | $9,769+58.5% | $7,344+110.9% |