Filed February 2, 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 | $32,667 | $148,534-78.0% | $135,903-76.0% | $139,434-76.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.81% | 79.19%-71.4pp | 68.23%-60.4pp | 372.94%-365.1pp |
| Employer contribution / active EE | $3,616 | $5,243-31.0% | $4,856-25.5% | $4,751-23.9% |
| Participant deferral / active EE | $6,851 | $8,100-15.4% | $7,758-11.7% | $6,710+2.1% |
| Admin fee / account holder | $75,315 | $12,400+507.4% | $10,762+599.8% | $11,403+560.5% |