Filed June 27, 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 | $184,905 | $197,591-6.4% | $177,821+4.0% | $158,922+16.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.96% | 58.76%-53.8pp | 48.32%-43.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $3,944 | $6,697-41.1% | $5,918-33.4% | $4,761-17.2% |
| Participant deferral / active EE | $11,557 | $8,405+37.5% | $7,714+49.8% | $5,982+93.2% |
| Admin fee / account holder | $50,705 | $15,399+229.3% | $12,427+308.0% | $11,246+350.9% |