Filed December 3, 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 | $45,466 | $46,869-3.0% | $122,332-62.8% | $70,131-35.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.02% | 24.22%-12.2pp | 30.27%-18.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $967 | $1,288-24.9% | $4,050-76.1% | $2,342-58.7% |
| Participant deferral / active EE | $2,101 | $2,166-3.0% | $3,287-36.1% | $3,332-37.0% |
| Admin fee / account holder | $12,245 | $3,322+268.6% | $5,478+123.5% | $4,645+163.6% |