Filed January 22, 2015
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 | $156,192 | $123,793+26.2% | $177,821-12.2% | $79,858+95.6% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 10.19% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $5,048 | $4,095+23.3% | $5,918-14.7% | $2,471+104.3% |
| Participant deferral / active EE | $3,635 | $5,956-39.0% | $7,714-52.9% | $3,740-2.8% |
| Admin fee / account holder | $7,616 | $7,243+5.2% | $12,427-38.7% | $5,306+43.5% |