Filed June 21, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,027 | $103,376-20.7% | $87,100-5.8% | $152,861-46.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 12.65% | 28.10%-15.5pp | 28.19%-15.5pp | 345.32%-332.7pp |
| Employer contribution / active EE | $2,307 | $3,220-28.4% | $2,521-8.5% | $4,762-51.6% |
| Participant deferral / active EE | $1,190 | $4,778-75.1% | $4,049-70.6% | $5,850-79.7% |
| Admin fee / account holder | $4,446 | $12,205-63.6% | $7,497-40.7% | $11,596-61.7% |