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 | $116,070 | $88,594+31.0% | $70,092+65.6% | $134,475-13.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.89% | 442.67%-468.6pp | 190.73%-216.6pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,648 | $3,233-49.0% | $2,559-35.6% | $4,740-65.2% |
| Participant deferral / active EE | $3,632 | $4,772-23.9% | $3,849-5.6% | $6,400-43.3% |
| Admin fee / account holder | $6,096 | $10,441-41.6% | $6,267-2.7% | $11,426-46.6% |