Filed April 1, 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 | $32,536 | $58,927-44.8% | $76,817-57.6% | $72,985-55.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 14.96% | 2305.64%-2290.7pp | 1166.11%-1151.2pp | 81.00%-66.0pp |
| Employer contribution / active EE | $962 | $1,787-46.1% | $2,302-58.2% | $2,440-60.6% |
| Participant deferral / active EE | $3,552 | $2,690+32.0% | $3,336+6.5% | $3,607-1.5% |
| Admin fee / account holder | $7,108 | $4,013+77.1% | $6,420+10.7% | $5,124+38.7% |