Filed August 9, 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 | $92,563 | $78,705+17.6% | $117,854-21.5% | $70,131+32.0% |
| Participation rate | 77.1% | 73.2%+3.9pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 11.64% | 23.30%-11.7pp | 335.08%-323.4pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,530 | $2,223-31.2% | $3,786-59.6% | $2,342-34.7% |
| Participant deferral / active EE | $3,740 | $3,297+13.4% | $4,482-16.5% | $3,332+12.3% |
| Admin fee / account holder | $3,292 | $5,065-35.0% | $8,020-59.0% | $4,645-29.1% |