Filed November 10, 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 | $211,245 | $77,899+171.2% | $149,673+41.1% | $75,163+181.0% |
| Participation rate | 86.4% | 65.6%+20.8pp | 78.8%+7.6pp | 67.2%+19.2pp |
| Annual return | 13.10% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $7,521 | $3,137+139.7% | $4,818+56.1% | $2,670+181.7% |
| Participant deferral / active EE | $5,603 | $3,411+64.3% | $5,680-1.4% | $4,125+35.8% |
| Admin fee / account holder | $19,910 | $5,956+234.3% | $13,210+50.7% | $5,651+252.3% |