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 | $113,836 | $105,181+8.2% | $159,436-28.6% | $85,850+32.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 11.91% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,336 | $3,318-59.7% | $4,829-72.3% | $2,565-47.9% |
| Participant deferral / active EE | $4,470 | $5,945-24.8% | $7,352-39.2% | $3,952+13.1% |
| Admin fee / account holder | $12,171 | $6,933+75.5% | $10,799+12.7% | $6,260+94.4% |