Filed November 30, 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 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,142 | $118,849+195.5% | $96,562+263.6% | $167,490+109.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 6.66% | 50.49%-43.8pp | 37.78%-31.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,000 | $3,120-67.9% | $2,356-57.6% | $4,837-79.3% |
| Participant deferral / active EE | $12,098 | $4,616+162.1% | $3,849+214.3% | $6,341+90.8% |
| Admin fee / account holder | $8,345 | $8,065+3.5% | $6,181+35.0% | $12,309-32.2% |