Filed July 25, 2016
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,583 | $46,674+51.2% | $117,472-39.9% | $68,494+3.0% |
| Participation rate | 87.0% | 56.8%+30.2pp | 70.6%+16.4pp | 67.9%+19.1pp |
| Annual return | -14.44% | -14.52%+0.1pp | 29.74%-44.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,161 | $4,020+28.4% | $5,645-8.6% | $5,403-4.5% |