Filed August 7, 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 | $85,607 | $109,359-21.7% | $162,163-47.2% | $72,985+17.3% |
| Participation rate | 84.8% | 84.3%+0.6pp | 87.6%-2.7pp | 69.5%+15.4pp |
| Annual return | 14.32% | 25.46%-11.1pp | 115.59%-101.3pp | 81.00%-66.7pp |
| Employer contribution / active EE | $4,884 | $3,907+25.0% | $5,614-13.0% | $2,440+100.2% |
| Participant deferral / active EE | $2,570 | $5,481-53.1% | $7,298-64.8% | $3,607-28.8% |
| Admin fee / account holder | $5,102 | $7,972-36.0% | $10,843-52.9% | $5,124-0.4% |