Filed March 9, 2020
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 8-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 | $83,384 | $138,044-39.6% | $125,339-33.5% | $134,475-38.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -21.47% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $13,917 | $5,243+165.4% | $4,814+189.1% | $4,740+193.6% |
| Participant deferral / active EE | $15,080 | $7,799+93.4% | $7,446+102.5% | $6,400+135.6% |
| Admin fee / account holder | $387 | $11,571-96.7% | $10,010-96.1% | $11,426-96.6% |