Filed December 28, 2015
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 | $90,717 | $89,355+1.5% | $141,162-35.7% | $72,985+24.3% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 18.36% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,293 | $3,114-58.5% | $4,735-72.7% | $2,440-47.0% |
| Participant deferral / active EE | $4,330 | $5,418-20.1% | $6,709-35.5% | $3,607+20.0% |
| Admin fee / account holder | $1,458 | $5,958-75.5% | $10,261-85.8% | $5,124-71.5% |