Filed August 5, 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 | $121,827 | $89,753+35.7% | $107,525+13.3% | $84,808+43.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.71% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,756 | $3,113-11.5% | $3,754-26.6% | $2,631+4.7% |
| Participant deferral / active EE | $10,348 | $4,056+155.1% | $5,116+102.3% | $4,212+145.7% |
| Admin fee / account holder | $11,555 | $7,222+60.0% | $8,919+29.6% | $7,344+57.3% |