Filed January 7, 2019
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,207 | $105,181+5.7% | $159,436-30.2% | $85,850+29.5% |
| Participation rate | 96.8% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 4.81% | 45.07%-40.3pp | 263.57%-258.8pp | 318.53%-313.7pp |
| Employer contribution / active EE | $11,265 | $3,318+239.5% | $4,829+133.3% | $2,565+339.2% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,103 | $6,933+31.3% | $10,799-15.7% | $6,260+45.4% |