Filed December 22, 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 | $121,870 | $80,968+50.5% | $96,544+26.2% | $75,163+62.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.12% | 27.06%-16.9pp | 25.84%-15.7pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,916 | $2,282+27.8% | $2,965-1.7% | $2,670+9.2% |
| Participant deferral / active EE | $4,574 | $3,928+16.4% | $4,851-5.7% | $4,125+10.9% |
| Admin fee / account holder | $5,178 | $6,724-23.0% | $8,252-37.3% | $5,651-8.4% |