Filed November 24, 2014
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 | $72,400 | $78,705-8.0% | $117,854-38.6% | $70,131+3.2% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 10.45% | 23.30%-12.8pp | 335.08%-324.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,630 | $2,223+18.3% | $3,786-30.5% | $2,342+12.3% |
| Participant deferral / active EE | $6,223 | $3,297+88.7% | $4,482+38.8% | $3,332+86.8% |
| Admin fee / account holder | $1,597 | $5,065-68.5% | $8,020-80.1% | $4,645-65.6% |