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 | $60,184 | $49,173+22.4% | $121,098-50.3% | $75,163-19.9% |
| Participation rate | 71.6% | 55.4%+16.2pp | 69.5%+2.1pp | 67.2%+4.4pp |
| Annual return | 13.41% | 55.99%-42.6pp | 985.75%-972.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,664 | $1,546+7.6% | $4,164-60.0% | $2,670-37.7% |
| Participant deferral / active EE | $3,300 | $2,628+25.6% | $4,080-19.1% | $4,125-20.0% |
| Admin fee / account holder | $4,941 | $3,942+25.4% | $5,644-12.5% | $5,651-12.6% |