Filed May 18, 2015
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 | $161,333 | $111,754+44.4% | $103,333+56.1% | $145,922+10.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 7.46% | 24.77%-17.3pp | 24.88%-17.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,344 | $4,212-44.4% | $3,868-39.4% | $4,660-49.7% |
| Participant deferral / active EE | $5,440 | $5,619-3.2% | $5,057+7.6% | $6,688-18.7% |
| Admin fee / account holder | $11,965 | $9,750+22.7% | $8,355+43.2% | $13,397-10.7% |