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 | $135,830 | $62,672+116.7% | $185,117-26.6% | $70,131+93.7% |
| Participation rate | 93.5% | 63.8%+29.7pp | 77.3%+16.2pp | 69.5%+23.9pp |
| Annual return | 12.01% | 40.79%-28.8pp | 40.50%-28.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $7,521 | $1,753+329.0% | $4,182+79.9% | $2,342+221.1% |
| Participant deferral / active EE | $5,710 | $3,272+74.5% | $5,045+13.2% | $3,332+71.4% |
| Admin fee / account holder | $1,751 | $3,932-55.5% | $8,159-78.5% | $4,645-62.3% |