Filed May 26, 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 | $71,355 | $80,717-11.6% | $154,803-53.9% | $84,808-15.9% |
| Participation rate | 92.6% | 66.8%+25.7pp | 78.1%+14.5pp | 68.3%+24.2pp |
| Annual return | 12.17% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,956 | $2,761-29.2% | $4,305-54.6% | $2,631-25.7% |
| Participant deferral / active EE | $2,909 | $3,303-11.9% | $5,540-47.5% | $4,212-30.9% |
| Admin fee / account holder | $11,513 | $6,746+70.7% | $14,329-19.7% | $7,344+56.8% |