Filed November 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.
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 | $98,824 | $82,664+19.5% | $125,339-21.2% | $68,494+44.3% |
| Participation rate | 88.3% | 75.0%+13.3pp | 82.4%+6.0pp | 67.9%+20.4pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,800 | $3,381+12.4% | $4,814-21.1% | $2,596+46.4% |
| Participant deferral / active EE | $8,315 | $6,110+36.1% | $7,446+11.7% | $4,027+106.5% |
| Admin fee / account holder | $4,108 | $6,275-34.5% | $10,010-59.0% | $5,403-24.0% |