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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,395 | $209,832-54.1% | $189,513-49.1% | $167,490-42.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.37% | 748.27%-743.9pp | 555.15%-550.8pp | 478.56%-474.2pp |
| Employer contribution / active EE | $5,416 | $6,914-21.7% | $6,162-12.1% | $4,837+12.0% |
| Participant deferral / active EE | $2,987 | $8,935-66.6% | $8,221-63.7% | $6,341-52.9% |
| Admin fee / account holder | $1,420 | $14,293-90.1% | $12,045-88.2% | $12,309-88.5% |