Filed April 5, 2017
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 | $96,842 | $183,963-47.4% | $162,163-40.3% | $152,861-36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.64% | 150.76%-144.1pp | 115.59%-109.0pp | 345.32%-338.7pp |
| Employer contribution / active EE | $4,861 | $6,371-23.7% | $5,614-13.4% | $4,762+2.1% |
| Participant deferral / active EE | $4,397 | $8,034-45.3% | $7,298-39.7% | $5,850-24.8% |
| Admin fee / account holder | $2,411 | $13,121-81.6% | $10,843-77.8% | $11,596-79.2% |