Filed August 18, 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.
Employer 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 | $88,951 | $72,012+23.5% | $185,823-52.1% | $79,858+11.4% |
| Participation rate | 88.0% | 65.8%+22.2pp | 78.0%+10.0pp | 69.6%+18.4pp |
| Annual return | 11.43% | 23.12%-11.7pp | 35.95%-24.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,433 | $3,779+70.2% | $5,632+14.2% | $3,740+72.0% |
| Admin fee / account holder | $17,887 | $4,513+296.4% | $9,500+88.3% | $5,306+237.1% |