Filed January 12, 2017
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,409 | $131,829-94.4% | $108,579-93.2% | $273,961-97.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | -8.69% | -91.57%+82.9pp | -51.70%+43.0pp | 41.45%-50.1pp |
| Employer contribution / active EE | $2,435 | $4,912-50.4% | $3,758-35.2% | $4,869-50.0% |
| Participant deferral / active EE | $2,564 | $5,127-50.0% | $4,311-40.5% | $5,287-51.5% |
| Admin fee / account holder | $14,584 | $10,252+42.3% | $7,645+90.8% | $10,132+43.9% |