Filed May 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,470 | $138,065-80.8% | $123,544-78.6% | $135,375-80.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -13.68% | 153.68%-167.4pp | 119.20%-132.9pp | 519.73%-533.4pp |
| Employer contribution / active EE | $4 | $5,151-99.9% | $4,628-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $4,986 | $6,799-26.7% | $6,426-22.4% | $5,609-11.1% |
| Admin fee / account holder | $1,273 | $10,916-88.3% | $9,284-86.3% | $10,827-88.2% |