Filed April 7, 2015
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 | $109,660 | $99,985+9.7% | $146,665-25.2% | $85,850+27.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.23% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,313 | $2,559+29.5% | $4,136-19.9% | $2,565+29.2% |
| Participant deferral / active EE | $3,801 | $4,006-5.1% | $5,506-31.0% | $3,952-3.8% |
| Admin fee / account holder | $2,658 | $7,702-65.5% | $10,280-74.1% | $6,260-57.5% |