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 | $102,986 | $98,750+4.3% | $149,696-31.2% | $79,858+29.0% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 11.11% | 27.43%-16.3pp | 276.60%-265.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,319 | $3,216-59.0% | $4,644-71.6% | $2,471-46.6% |
| Participant deferral / active EE | $5,150 | $5,680-9.3% | $6,842-24.7% | $3,740+37.7% |
| Admin fee / account holder | $16,141 | $6,053+166.7% | $9,309+73.4% | $5,306+204.2% |