Filed June 24, 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 | $182,477 | $80,968+125.4% | $96,544+89.0% | $75,163+142.8% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 11.67% | 27.06%-15.4pp | 25.84%-14.2pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,543 | $2,282+11.4% | $2,965-14.2% | $2,670-4.8% |
| Participant deferral / active EE | $6,827 | $3,928+73.8% | $4,851+40.7% | $4,125+65.5% |
| Admin fee / account holder | $5,856 | $6,724-12.9% | $8,252-29.0% | $5,651+3.6% |