Filed February 26, 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 | $101,483 | $104,486-2.9% | $76,817+32.1% | $152,861-33.6% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.1%+22.0pp | 82.4%+11.7pp |
| Annual return | -2.02% | 1013.37%-1015.4pp | 1166.11%-1168.1pp | 345.32%-347.3pp |
| Employer contribution / active EE | $3,529 | $3,116+13.3% | $2,302+53.3% | $4,762-25.9% |
| Participant deferral / active EE | $2,256 | $4,236-46.7% | $3,336-32.4% | $5,850-61.4% |
| Admin fee / account holder | $4,138 | $12,275-66.3% | $6,420-35.6% | $11,596-64.3% |