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 | $48,040 | $100,754-52.3% | $86,677-44.6% | $134,475-64.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.01% | 29.04%-34.0pp | 35.91%-40.9pp | 417.96%-423.0pp |
| Employer contribution / active EE | $1,162 | $3,489-66.7% | $2,836-59.0% | $4,740-75.5% |
| Participant deferral / active EE | $1,052 | $5,338-80.3% | $4,656-77.4% | $6,400-83.6% |
| Admin fee / account holder | $5,591 | $10,926-48.8% | $7,493-25.4% | $11,426-51.1% |