Filed May 18, 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 | $247,405 | $73,933+234.6% | $96,683+155.9% | $75,163+229.2% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 9.11% | 26.70%-17.6pp | 35.69%-26.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $4,362 | $2,928+49.0% | $3,737+16.7% | $2,670+63.4% |
| Participant deferral / active EE | $9,359 | $3,659+155.8% | $4,878+91.9% | $4,125+126.9% |
| Admin fee / account holder | $112,562 | $5,216+2057.9% | $6,730+1572.7% | $5,651+1891.9% |