Filed June 20, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,109 | $148,978+4.8% | $200,582-22.2% | $84,808+84.1% |
| Participation rate | 95.8% | 84.2%+11.6pp | 86.9%+8.9pp | 68.3%+27.5pp |
| Annual return | 10.09% | 28.16%-18.1pp | 42.33%-32.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $7,742 | $4,815+60.8% | $6,419+20.6% | $2,631+194.3% |
| Participant deferral / active EE | $6,493 | $7,142-9.1% | $9,331-30.4% | $4,212+54.2% |
| Admin fee / account holder | $15,636 | $13,977+11.9% | $16,305-4.1% | $7,344+112.9% |