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 | $42,574 | $68,719-38.0% | $91,541-53.5% | $84,808-49.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 10.28% | 19.12%-8.8pp | 20.50%-10.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,338 | $1,920-30.3% | $2,505-46.6% | $2,631-49.1% |
| Participant deferral / active EE | $1,914 | $3,136-39.0% | $4,008-52.2% | $4,212-54.5% |
| Admin fee / account holder | $8,259 | $5,786+42.7% | $6,956+18.7% | $7,344+12.5% |