Filed August 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,266 | $125,758-16.3% | $169,993-38.1% | $75,163+40.0% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 18.07% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,193 | $4,615-52.5% | $6,785-67.7% | $2,670-17.9% |
| Participant deferral / active EE | $2,028 | $6,837-70.3% | $10,408-80.5% | $4,125-50.8% |
| Admin fee / account holder | $10,625 | $8,173+30.0% | $12,815-17.1% | $5,651+88.0% |