Filed February 27, 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 | $125,691 | $109,359+14.9% | $162,163-22.5% | $72,985+72.2% |
| Participation rate | 88.6% | 84.3%+4.3pp | 87.6%+1.0pp | 69.5%+19.1pp |
| Annual return | 1.25% | 25.46%-24.2pp | 115.59%-114.3pp | 81.00%-79.7pp |
| Employer contribution / active EE | $1,357 | $3,907-65.3% | $5,614-75.8% | $2,440-44.4% |
| Participant deferral / active EE | $6,850 | $5,481+25.0% | $7,298-6.1% | $3,607+89.9% |
| Admin fee / account holder | $1,605 | $7,972-79.9% | $10,843-85.2% | $5,124-68.7% |