Filed November 4, 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 9-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 | $26,840 | $77,813-65.5% | $123,544-78.3% | $64,186-58.2% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -8.38% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,317 | $3,014-23.1% | $4,628-49.9% | $2,381-2.7% |
| Participant deferral / active EE | $9,095 | $5,240+73.6% | $6,426+41.5% | $3,470+162.1% |
| Admin fee / account holder | $542 | $5,519-90.2% | $9,284-94.2% | $4,888-88.9% |