Filed August 3, 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 | $161,746 | $77,634+108.3% | $156,549+3.3% | $62,891+157.2% |
| Participation rate | 80.4% | 71.2%+9.2pp | 84.0%-3.6pp | 69.3%+11.1pp |
| Annual return | 4.57% | 50.32%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,824 | $3,444-47.0% | $5,501-66.9% | $2,281-20.1% |
| Participant deferral / active EE | $3,816 | $3,045+25.3% | $4,871-21.7% | $3,203+19.1% |
| Admin fee / account holder | $1,974 | $5,561-64.5% | $13,027-84.9% | $4,296-54.1% |