Filed December 9, 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 5-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 | $45,522 | $57,541-20.9% | $95,745-52.5% | $75,163-39.4% |
| Participation rate | 87.9% | 62.5%+25.4pp | 72.3%+15.7pp | 67.2%+20.7pp |
| Annual return | -13.85% | 34.93%-48.8pp | 28.35%-42.2pp | 160.62%-174.5pp |
| Employer contribution / active EE | $6,882 | $1,808+280.7% | $2,835+142.8% | $2,670+157.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,096 | $4,099-73.2% | $5,678-80.7% | $5,651-80.6% |