Filed February 8, 2017
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 | $68,633 | $123,793-44.6% | $177,821-61.4% | $79,858-14.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.91% | 22.82%-14.9pp | 48.32%-40.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,285 | $4,095-44.2% | $5,918-61.4% | $2,471-7.5% |
| Participant deferral / active EE | $3,122 | $5,956-47.6% | $7,714-59.5% | $3,740-16.5% |
| Admin fee / account holder | $2,540 | $7,243-64.9% | $12,427-79.6% | $5,306-52.1% |