Filed December 1, 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.
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 | $62,663 | $106,749-41.3% | $145,433-56.9% | $82,448-24.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.03% | 27.59%-14.6pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $5,091 | $3,444+47.8% | $4,554+11.8% | $2,551+99.6% |
| Participant deferral / active EE | $4,998 | $6,519-23.3% | $7,897-36.7% | $4,139+20.7% |
| Admin fee / account holder | $1,393 | $8,390-83.4% | $13,129-89.4% | $7,234-80.8% |