Filed January 6, 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.
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 | $24,376 | $76,000-67.9% | $154,107-84.2% | $64,186-62.0% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -9.49% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,239 | $3,351-3.3% | $5,298-38.9% | $2,381+36.0% |
| Participant deferral / active EE | $6,077 | $3,175+91.4% | $5,081+19.6% | $3,470+75.2% |
| Admin fee / account holder | $1,221 | $5,596-78.2% | $13,411-90.9% | $4,888-75.0% |