Filed August 4, 2016
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 | $95,246 | $54,705+74.1% | $71,209+33.8% | $84,808+12.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.09% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $9,600 | $2,158+344.9% | $2,721+252.8% | $2,631+264.9% |
| Participant deferral / active EE | $4,797 | $3,030+58.3% | $4,175+14.9% | $4,212+13.9% |
| Admin fee / account holder | $4,531 | $4,863-6.8% | $5,349-15.3% | $7,344-38.3% |