Filed September 25, 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 | $50,004 | $109,359-54.3% | $162,163-69.2% | $72,985-31.5% |
| Participation rate | 93.5% | 84.3%+9.2pp | 87.6%+5.9pp | 69.5%+24.0pp |
| Annual return | 15.88% | 25.46%-9.6pp | 115.59%-99.7pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,309 | $3,907-66.5% | $5,614-76.7% | $2,440-46.4% |
| Participant deferral / active EE | $3,451 | $5,481-37.0% | $7,298-52.7% | $3,607-4.3% |
| Admin fee / account holder | $2,471 | $7,972-69.0% | $10,843-77.2% | $5,124-51.8% |